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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