Senior Wealth Relationship Manager - AMC - CA/CFA

1) Responsible for build relationship with RMs/ Cluster heads of Wealth and Banking Channel and offering advisory on Investment Products.

2) Handling sales through Banking and Wealth channels.

3) 9 + years of experience in Wealth management / Banking Channel.

4) Advisory on all Investment Products like Mutual Funds.

5) Knowledge of Investment Products, Macro fundamentals & Behavioural finance

6) High customer orientation with good communication & influencing skill to interact with Senior RMs

7) Sound knowledge of markets and various financial products with ability to present Product briefing to Wealth and Banking channel

8) Increasing market share from the existing relationships & Broad basing the business among the relationships handled.

9) Actively working towards implementing processes and ideas for increasing the volumes of channel partner.

Educational Qualifications - MBA or CA or CFA

Additional Certifications/Trainings (desirable) - NISM + AMFI