Relationship Executive

Role & responsibilities

Job Description Position: Relationship Manager Fixed Income

Location: Mumbai Department: Prime(Fixed Income)

Role and Responsibilities

• Reaching out to the Database of Wealth Management Firms, MFDs, RIAs and Independent Advisors to work with us as Referral Partners for showcasing Fixed Income opportunities to their clients
• Prepare a calling sheet to touch base with Partners on a defined frequency and share fixed income investment ideas
• Handling clients for all the inquiries related to trades and payments. -Achieve targets as assigned by HOD on a monthly/ quarterly and yearly basis

Skills, Qualifications and Experience

• Minimum education requirement Post graduation shall be preferable
• Minimum 1-2 years experience as a Relationship Manager with prior experience of acquisition of clients and their servicing on an ongoing basis.
• Should be proficient in regional languages like Marathi, Gujarati or Kannada.
• Should have Required NISM certification
• Strong communication skills -Good Team player