Relationship Manager-3-6-Andheri-B2C

Role  : Relationship Manager (B2C)
Qualification : B.com
Experience : 3 to 6 years
Location : Andheri
Job Description :
 Initiating and building relationships with prospective investors.
 Generating references through existing investors, managing leads through social media and
building on it.
 Executing risk profiling, goal planning, objective setting, asset allocation and portfolio
structuring for investors.
 Analyzing and restructuring existing portfolios of clients through recommended and
selected products.
 Enhancing overall AUM across different financial products.
 Ability to sustain business relationships through prudent & meaningful Advisory and
prompt delivery with regards to key deliverables.
Skills Required:
 Understanding of various financial products like MF, PMS, AIFs, Bonds, Insurance etc.
 Fair understanding of macro and micro economics and must be updated with the latest in
financial markets.
 Excellent Communication & interpersonal skills.
 Knowledge of MS-Excel, word, Power point.
 Should possess strong networking & relationship building skills.
 Should be result oriented & team player.