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Relationship Manager

3 months ago

Mumbai, Maharashtra, India Electrum Capital Full time

Company Description

  • Electrum Capital is an investment firm based in Mumbai.
  • Our main focus is on identifying growing businesses available at reasonable valuations to provide stable risk-adjusted returns over the long term. We prioritize businesses with significant competitive advantages, capable management teams, and disciplined financial management. Our mission is to preserve and grow our clients' capital, generating consistent returns across market cycles. Our vision is to be an organization built on client centricity, value creation, and transparency, prioritizing relationships over commercials in all our dealings.

Role Description

  • This is a full-time on-site role for a Relationship Manager at Electrum Capital in Mumbai, Delhi, and Bangalore. The Relationship Manager will be responsible for growing business in respective geographies, generate referrals, building and maintaining relationships with clients, understanding their financial goals and needs, and providing tailored investment advice. They are expected to have financial acumen and stay updated on market trends.

Qualifications

  • Knowledge of financial markets and financial products.
  • Excellent interpersonal and communication skills.
  • Proven track record in relationship management and client acquisition.
  • Ability to understand and analyze clients' financial goals and risk tolerance.
  • Strong problem-solving and decision-making skills.
  • Attention to detail and strong organizational skills.
  • Relevant certifications such as CFA or CFP are a plus.
  • Bachelor's degree in finance, economics, or a related field.