Officer / Sr. Officer

Job Description: 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