Relationship Manager
moneyworks4me.com · Pune · onsite · Posted 62d ago
About a minute. You'll make an account on the way through.
About this role
Job description: AKSHA MONEYWORKS4U PVT LTD
About Us:
Aksha Moneyworks4u Pvt Ltd is an 11-year-old boutique wealth management company based in Pune. We are among the fastest-growing firms in the industry, managing mutual fund AUM of over 400 crores.
Website: www.moneyworks4u.in
About the Role:
You will be responsible for managing a portfolio of affluent and HNI clients, understanding their financial goals, and providing tailored investment solutions. The role also involves collaboration with internal teams, staying updated on market trends, and ensuring high levels of client satisfaction.
Key Responsibilities:
Manage relationships with HNI clients
Provide customized investment solutions
Coordinate with internal teams
Stay updated on mutual fund industry trends
Ensure prompt resolution of client queries
Desired Candidate Profile:
MBA in Finance
Strong interest in stock markets and mutual funds
Good understanding of mutual fund products and regulations
Excellent communication skills
Preferred Certifications:
NISM Series VA ( Mutual Fund Distributor)
NISM Series XV (Research Analyst)
Sourced from naukri