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Relationship manager

2.00 to 7.00 Years   Mumbai City   10 Dec, 2020
Job Search Hiring For Financial Services
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&A,Equity Research
EmploymentTypeFull-time

Job Description

The role will entail the following:

  1. Actively prospecting new clients through different channels, setting up meetings, on boarding, advising and managing their investments and communicating with them on a regular basis.
  2. Managing and advising clients Assisting us in managing existing clients, regularly analysing and reviewing their portfolios, communicating with them and introducing client engagement activities.
  3. Researching new investment products and tools we can offer our clients.
  4. Handling our back end software used to keep a track of investors portfolios.
  5. Content creation and marketing strategies for our social media accounts and for communication with clients.
Our criteria:
  • Must be a graduate or a post graduate.
  • Minimum 2 years of experience in a financial services/advisory role, has to be in sales/client facing role.
  • Basic knowledge about financial products in India
  • Should be fluent in English, good communication skills (Drafting emails, coordinating with clients)
  • Proficient Microsoft office skills.

Keyskills :
marketingbankingmicrosoft officefinancial productscommunication skillscontent creationbackendsocial mediaenglishboardingsalescustomer relationsadvising clientsbasicadvisingprospecting new clientssoftwareinvestment productsclient engageme

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