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Assistant Relationship Manager @ Shah & Shah Group

Company Name Shah & Shah Group
Location Vile Parel, India
Job Type Assistant Relationship Manager
Job Description

Company Profile : We operate in the financial distribution domain, catering to salaried, self-employed professionals, family-owned businesses and entrepreneurs amongst others. We specialize in Risk Management, Investment Planning and Wealth Creation through a broad range of services that include Life Insurance, Mutual Funds and Health Insurance.Our core philosophy of “Client 1st” has served as our USP and has kept us ahead of our competitors. We envision, create and deliver value to our clients through a team of qualified professionals.Shah & Shah was founded in 1960, and has since, made tremendous strides over the years to develop an enviable client base.

Job Description : 

  • Mutual Fund Product Knowledge
  • Types of funds
  • Asset Allocation
  • Financial Goal Planning
  • Sales process
  • Portfolio Analysis
  • Software knowledge
  • Morning star
  • Red- vision or any other mutual fund software
  • Reading of factsheets and evaluate performance of funds
  • Complete backend processes will be an added advantage
  • Bio metric KYC for clients will be an added advantage
  • Ability to operate NSE online portal

Cadidate Profile : 

  • Should achieve the set sales targets
  • Should have good communication skills in written, verbal and presentation.
  • Needs to be self-confident to meet any type of clients.
  • Have a clear understanding of client requirements and expectations and align their investment decisions to their requirements.
  • Discipline, Systematic and Methodical, Maturity, Intergrity, Creativity, Communicative and Brand consciousness & Hard working.
  • Quick learner, Critical thinker, Goal oriented, Takes Initiative and walk the extra mile, Good grasping power, Willing to take up new and challenging responsibilities, Service oriented and customer centric & Client Relationship Management 

Salary : As per market standards

Interested candidates can mail their updated resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 14/01/2019