Relationship Manager mutual fundsPMS
Relationship Manager mutual fundsPMS
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Job Description
- Understanding the Markets Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
- Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.
- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor.
- Regular meetings with Active clients converting the dormant clients into active Clients.
- Regular Regional visits for HNI client meetings seminars/events.
- Crosssell of Thirdparty focused products as suggested by the Anand Rathi group (includes MF PMS Structure Products & others).
- The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references
Education/Experience
understanding the markets,good knowledge of capital market,capital market knowledge,regular meetings,sales,business development,academic requirements,team handling experience,go get the approach,hni,capital market,advisory calls,relevant experience,trading and delivery calls,direct brokerage revenues,portfolio management,trading & stock ideas,technical & fundamental stock market reports,advising,customer relationship,customer relationship management,capital,financial planning,customer satisfaction,improve market share,regional visits,market analysis,hn,converting the dormant clients,trading
Employment Type
Full Time
