Relationship Manager - Affluent Business - CASA - Banking

Job Description:-

- Analyzing Markets Events, data on mutual fund schemes and preparing Category notes and the list of recommended schemes

- Generations of research reports, Investment magazine.

- Interactions with fund Manager, attending events/workshops and sharing call/visit notes with RMs.

- Presentation of ideas/reports to RMs/Clients.

- Asset Allocation and Review of Client portfolios.

- Preparing customized reports/presentations.

Location:-Delhi/NCR, Pune & Haryana