Overview

Job title: Relationship Manager -portfolio management wealth RM

Company: I Mates Consultants

Job description: Provide portfolio management advise & guide the client to ensure the investments are in line with their goals. Servicing existing clients with the support of client servicing team. Analyze market trends and make recommendations to clients on portfolio adjustments. Adhering to all regulatory, statutory, and corporate compliance standards. Strong blend of analytical thinking and operations execution. Effectively networking across markets and generating potential business leads.

Location: Kozhikode, Kerala

Job date: Wed, 20 Mar 2024 23:56:01 GMT