Senior Relationship Manager - PMS - Debt - BFSI

Senior Relationship Manager PMS (Debt)

Mumbai

Finance & Accounts

Experience : 4.00 - 5.00 Years

Vacancies : 2

Job Description :

Taurus Treasury Management Private Limited ( Taurus Group)

- Part of the Taurus group, we are into whole sale and retail debt market segment.

- Our key clients are Mutual Funds, Life insurance companies, Public and Private sector banks & Provident Fund Trusts of public and private sector.

- Have ventured into Portfolio Management Services ( debt segment) recently

- Current job openings as mentioned below.

Job profile :

- Identify High net worth individual clients for investing into debt PMS.

- Client sourcing

- Should source business on their own (potential investors who are High net worth individual customers leads will be provided by Taurus Treasury.

- Own leads for sourcing clients

- Leads will be provided from investor seminars conducted

- Monitor sourced customer investment portfolio.

- Keep Business Head informed of competition, product development needs and any other area related to business development and customer needs.

- Appoint channel partners to source business

- Responsible to motivate channel partners to hold investment awareness programmes for PMS.

- Meet their potential clients jointly whenever required.

- Keep track of the portfolio of the clients referred by channel partners

- Work experience : 4-5 years in a wealth management company in Mumbai.

Qualifications : Any Graduate

Working Days : 6 Days a week( 9:30 AM to 6:30 PM )

Job Nature : Full Time

Gender : Female

Comments for sourcing

Required : Mutual Funds, Life insurance companies, Public and Private sector banks & Provident Fund Trusts of public and private sector.