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29/04 Kanchan Gupta
Senior Key Account Manager at Impeccable HR Consultants Pvt. Ltd.

Views:452 Applications:62 Rec. Actions:Recruiter Actions:8

Regional Investment Manager - Mutual Fund (7-15 yrs)

Kolkata Job Code: 1087607

- Training RMs in branches.

- Driving MF sales.

- Additional responsibility of meeting customers wherever required.

- Relationship management with product providers - MFs.

- Supporting bank staff for AMFI certifications.

- Investment Specialist

- Conducting regular trainings for Relationship Managers and Team leaders on the Products and latest market scenario.

- Helping RMS to attain their revenue & goal sheet parameters on Investment products .

- Advising clients on Financial Planning, Retirement Planning, Protection Planning and Tax Planning.

Create, implement, and continually review a Financial Plan designed to help clients pursue their long term & short term goals.

- After the Implementation of Portfolio design, responsible for handling the change management process if there are any new requirements or changes proposed

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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