Dharni Group - Service Relationship Manager - Mutual Fund Sales

Relationship Manager (Mutual Funds)

Looking for Manager (Wealth Mgmt) for our client based out of Bangalore.

Job Responsibilities :

- Solve for customer financial need states with the help of product.

- Deep understanding of financial products - mutual funds, corporate fixed deposits, NCDs, Bonds, PMS & other wealth services.

- Engage with the customers regularly and conduct their portfolio reviews.

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

- Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections.

- Is well versed with capital markets, macro and micro aspects of economy and can anchor quality conversations with respect to asset allocation, portfolio construction and other other financial products.

If you have the understanding of Mutual funds, bonds and looking for a role in Relationship Management etc apply with your updated CV