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14/10 Priya sah
Senior Consultant at Waytogo consultants

Views:138 Applications:33 Rec. Actions:Recruiter Actions:11

Regional Manager - Portfolio Management Services - BFSI (5-12 yrs)

Delhi NCR/Delhi Job Code: 1168309

Purpose of the Job:

- This position is responsible for soliciting business across all such products primarily targeting Promoters and Ultra High Net Individuals associated with the top 500 listed and unlisted companies in India

- While the primary responsibility of the position is to solicit business in alternate offerings.


- The role will also offer entire bouquet of products offered by NAM India including MF & ETF.

Key responsibilities:


- Direct acquisition and relationship management of HNI and Insti clients

- Identify and develop relationship with key decision makers in the target segment as mentioned above

- Develop deep insight about the cashflow cycle of such Investors to ensure that we are in the right place at the right time

- Keep prospective Investors updated about key developments in the business through regular connect.

- Liaison with corporate office to ensure regular engagement of Fund Management team/ Business Head with the key decision makers

- Liaison with the product / fund management team to customize our offering to suit the requirements of the Investor

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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