23/01 Sheetal Shetty
Recruitment Team at Karvy

Views:8269 Applications:100 Rec. Actions:Recruiter Actions:1

Karvy - Family Office Relationship Manager (10-16 yrs)

Bangalore/Mumbai Job Code: 656811

- The relationship manager will be responsible for acquiring and maintaining client relationships using the KARVY Private Wealth platform

- Advising Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the Ultra HNI segment in the market for new client acquisition

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios

- Constantly monitor client portfolio and recommend appropriate investment solutions and ensuring compliant sales and maintaining the Sales quality levels, via periodic audit checks and review of sales processes

- To coordinate with product and research team for taking investment decision for the clients

- To conduct and assist in organizing seminars, workshops and other business development activities

- To prepare the MIS reports in the specified formats

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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