Assistant Relationship Manager

We are looking for an Assistant Relationship Manager for Non face-to-face profile to build and preserve trusting relationships with our clients. To become LXME MoneyBuddy, candidates should have excellent communication skills and Problem-solving attitude.

• Customer profiling: Identifying and understanding a customer's needs and recommending investment options
• Financial needs: Determining a client's financial needs and areas for improvement
• Market intelligence: Using market intelligence and networking
• Sales process: Having a deep understanding of the sales process
• Product knowledge: Having strong product knowledge of Mutual Funds
• Business acumen: Having strong business acumen
• Capital markets: Having a strong understanding of capital markets and other financial products
  

NISM certified preferred