Role and Responsibilities
- Reaching out to Wealth Management Firms, MFDs, RIAs and Independent Advisors to work with us as Referral Partners for showcasing Fixed Income opportunities to their clients
- Connect with Partners on a regular basis to share fixed income investment ideas
- Coordinating for fulfilment of inquiries related to trades received from Partners
- Work towards completion of defined KRA’s
Skills, Qualifications and Experience
- Minimum education requirement Graduation. Post-graduation shall be preferred
- Minimum 3-5 year’s work experience as a Relationship Manager with prior experience of acquisition of MFDs, RIAs, Wealth Management Firms etc. and servicing on an ongoing basis
- Should be proficient in some regional languages
- Should have required NISM certifications
- Strong communication skills
- Good team player