Relationship Manager

Description: Job Responsibilities: - Existing Customers - Relationships Mapped - Responsible for managing relationships with clients & providing investment advisory services - Monitoring and managing client portfolios, developing and implementing investment strategies - Get the Risk Profiling Done - Portfolio Reviews with Clients - Get Investment Top ups and increased Wallet Share - Get References - New Customers - Responsible for Adding New Relationships & Acquire NRI Relationships - Arranging for Investor Awareness Programs in Corporates - Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services & other Investment Products - Research & Knowledge - Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news - Attending Fund Manager Calls and Product calls and Meetings - Get Acquainted with Morning Star Research Platform and other Software's for Analysis - Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment products (ref:updazz.com)