Job Details

Relationship Manager - NRI Desk

• • Managing and retaining high-value relationships with super HNI clients
• • Facilitating equity-related products such as MF, ETFs, PMS, and AIFs
• • Acquiring new clients through existing client’s referrals.
• • Identifying client needs and assessing risk appetite to recommend suitable investment options
• • Monitoring stock prices and managing orders rebalancing equity and mutual fund portfolios based on market trends
• • Placing buy and sell orders on behalf of clients in financial markets on behalf of client’s of Mirae Asset Sharekhan
• • Keeping a record of' transactions and providing information on trades executed along with the embedded costs
• • Analysing financial market trends, financial statements, and economic indicators to evaluate investment potential
• • Conducting thorough market research of financial products to identify right investment opportunities
• • Ensuring compliance with updated regulatory requirements and internal policies
• • Maintaining administrative functions including database management and research mailings
• • Interpreting data from financial reports to understand Stock price performance and recommend to clients to obtain investment objectives