DSP Mutual Fund - Relationship Manager - Family Office

The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), understand their financial/investment objectives & risk appetite and recommend appropriate products.

What is the roles objective ?

- Establish, grow, and manage investment relationships with clients

- Be the primary client contact and trusted investment advisor

- Deepen existing client relationships by providing appropriate investment advice and solutions

- Acquire new clients through market intelligence & engagements

- Drive sales of DSP products to suitable client portfolios

- Share market updates and house views to clients on a timely basis

- Update clients on their investments and its performance

- Leverage existing client relationships and other sources to acquire new clients

- Recognize changes in clients/ market environment which may present opportunities

- Enhance client experience through strong relationship management

What skills do you need to possess ?

- Superior understanding of Markets and Products

- Strong knowledge of different asset classes

- Experience of providing investment advice and solutions

- Strong interpersonal and communication skills

- Good Analytics Skills

- Digital mindset

What is the prior experience needed?

- 8 to 16 Years of experience

What qualification/s you should have?

- Masters in business administration or any equivalent degree