Entity : Kotak Mahindra Asset Management Co. Ltd.
Job Role : Relationship Manager - Sales
Location : Delhi
Job Role
- Meeting the UHNI / Family Office Clients & developing Trust & relationship.
- Customer interactive role (B2C role) with Portfolio Management experience.
- Portfolio/Investment Engineers, who can help in designing portfolios.
- Advice and suggesting different investment avenues to HNI clients.
- Acquiring and catering to new HNI clients.
- Growing the existing AUM book size.
- Products- Mutual Fund/ PMS/AIF / SIF.
Job Requirements
- Knowledge of personal finance (Different Investments Avenue & Taxation)
- Detailed Understanding of financial products (Fixed Income & Equity products)
- Updated on Current Affairs
- Excellent communication skills.
Educational Qualifications & Certifications
- Post-Graduation Compulsory (preferably MBA Finance)
- NISM VA Compulsory
- NISM XXIA Compulsory
Growth & Opportunities
- Be part of a growing channel
- Networking opportunities with UHNI
- Gain in depth knowledge of various Asset classes
