Senior Relationship Manager - Thane

Role Senior Relationship Manager

Location - Thane, MAH

Experience required 4+ years & above in Capital market/Investment market .

Job description:

Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has now carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent.

Skills required -

• To manage client’s portfolio
• To develop and maintain a long-term relationship with the customer
• To onboard and activate customer account
• Have an existing AUM in MF for 10 Cr, pref worked in wealth profile.
• Acquisition new client HNI for Alternative business
• Transfer of existing assets
• Increasing AUM and SIP book
• To advise clients for various investment options
• For Mutual Fund and alternative investment product