Careers @ Systematix

Key Responsibilities

• Assisting Relationship Manager / AVP in their work. RM/AVP are in the job of wealth management. They advise clients about their investments in Mutual Funds, Bonds, Equities, AIF, and Fixed Deposits etc.
• Maintaining and preparing portfolio and meeting client requirements. This may include visiting clients and completing their forms formalities and submitting their forms of Mutual Fund investments, Demat & Trading Account etc.
• Maintaining relationship with client.
• Database may also be given to call client and take appointments for RM/AVP

Requirements

• Graduate in any stream.
• Min. 1 years of experience in client management.
• Person should have good Excel knowledge and should be willing to meet clients. Leads and reference shall be given by RM/AVP.