Virtual Relationship Manager - MF - Female preferred

Mist It Services; Mumbai; On-site; INR 400,000 - 750,000; Full time

Job summary

Mist It Services in Mumbai seeks a role to manage and grow a portfolio of clients in the securities domain through virtual channels. You will use digital tools to engage clients, provide services and drive business growth.

The role requires a Graduate degree and NISM Certification with 6 months to 5 years of relevant experience. Strong emphasis on client portfolio management and mutual funds knowledge.

Qualifications

• Graduate degree is required.
• 6 months to 5 years experience in securities with NISM Certification.
• Strong skills in portfolio management, client engagement and mutual funds.
• Proficient in digital channels for client service and growth.

Skills

Portfolio management

Digital engagement

Client acquisition

Portfolio reviews

Mutual fund knowledge

Education

Graduate degree

NISM Certification

Job description

The role is to be responsible managing and growing a portfolio of clients in the securities domain through virtual channels. role involves utilizing digital tools and platforms to engage with clients, provide services, and drive business growth.

Required Candidate profile

• Minimum Degree: Graduate
• experience: 6 Months-5 years - NISM Certification
• Competencies:
• Client portfolio management
• Digital engagement
• Client acquisition
• Portfolio reviews
• Mutual fund knowledge