Senior Relationship Manager – Asset Management (PMS / AIF)
Job Location – Mumbai
Responsibilities:
- HNI & Ultra HNI client acquisition for a product like AIF / PMS
- Strategizing & increasing PMS/AIF Business – Prepare sales calls, presentations, demonstrations, internal training, assessments and proposals related to our Products. Strive to provide analytics-based solutions to investors
- Creating a systematic approach to increase reach through potential mapping and sales planning
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Develop and maintain a long-term relationship.
Requirements:
- Minimum 6 years’ experience in private bank/securities firm/asset management/wealth management companies
- Familiar with various investment products like AIF / PMS / Mutual Funds
- Excellent communication and presentation skills leadership to drive team members
- AMFI and NCFM certification
Kindly share your CV with aif.hrsupport@rohagroup.com