Investment Relationship Manager | Family Offices
2 weeks ago
Key Responsibilities:
- Develop and execute customized investment strategies for family office clients based on their objectives, risk profiles, and financial goals.
- Monitor and adjust strategies based on market trends, economic forecasts, and client needs.
- Manage and oversee diverse investment portfolios, ensuring alignment with family office preferences (e.g., capital preservation, income generation, growth).
- Rebalance portfolios periodically based on performance and market conditions.
- Lead asset allocation across various classes such as equities, fixed income, private equity, real estate, and alternative investments.
- Ensure a well-diversified portfolio to manage risk and optimize returns.
- Conduct in-depth research and analysis on macroeconomic trends, market conditions, and investment opportunities.
- Provide insights and recommendations to family offices on potential investments, both domestic and international.
- Maintain strong, long-term relationships with family office clients, ensuring consistent communication on portfolio performance and updates.
- Act as the primary point of contact, delivering personalized service and addressing client concerns proactively.
- Continuously monitor and manage investment risks, ensuring compliance with client-specific risk tolerance levels.
- Implement hedging strategies where appropriate to mitigate risks.
- Prepare detailed periodic performance reports for clients, illustrating portfolio growth, market outlook, and changes in asset allocation.
- Track performance against benchmarks and communicate results effectively to family offices.
- Ensure all investments and activities comply with local and international regulatory requirements.
- Stay up to date with changes in financial regulations affecting family offices and implement necessary adjustments.
- Work closely with other departments (legal, tax, compliance) to provide comprehensive wealth management solutions.
- Collaborate with external advisors (lawyers, accountants, tax specialists) to align investment strategies with broader wealth planning.
-
Analyst- Alternative Investments
3 weeks ago
Kota, India Eqclique Full timeCompany DescriptionEqclique is a first-of-its-kind membership community for sophisticated investors. The company offers bespoke education programs, networking events, investing insights, and a diverse range of alternative investments to its members.Key Roles & Responsibilities Analyzing investment opportunities across different alternative investment asset...
-
Relationship Manager
2 weeks ago
Kota, Rajasthan, India Tata AIA Life Insurance Full timeJob Title: Relationship ManagerJob Summary:We are seeking a skilled Relationship Manager to join our team at Tata AIA Life Insurance. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our partners, including Village Level Entrepreneurs (VLEs) and District Managers (DMs). Your primary goal will be to...
-
Strategy Officer
2 weeks ago
kota, India Financial Services Full timeLooking for a dynamic and strategic Strategy Officer to support Chief Executive Officer's Office on Business Strategies, Products Strategies/Management, Revenue, Budgeting and Profitability areas. This pivotal role requires a seasoned professional with exceptional business knowledge.ResponsibilitiesStrategic Partner: Collaborate closely with the CEO to align...
-
Public Relation Officer
5 months ago
Kota, India Cabelo skin & hair transplant clinic Full timeUrgent requirement of Public Relationship Officer (PRO) Location: Kota, Rajasthan **Salary**: 10000/- Per Month **Salary**: ₹10,000.00 per month Schedule: - Day shift Supplemental pay types: - Performance bonus **Experience**: - total work: 1 year (preferred)
-
Front Office Supervisor
4 months ago
Kota, India Umed Bhawan Palace, Kotah Full timeThe opening is for the role of a **Front Office Supervisor** at **Umed Bhawan Palace, Kotah** in the Hospitality (Hotel) Sector Applicants should have the following qualifications: - Hotel Management Degree (Bachelors or Masters) from a reputed institute - Hotel Management Work Experience 2+ years - Ability to read, write, and speak English effectively -...
-
Assistant Supervisor
4 months ago
Kota, India Umed Bhawan Palace, Kotah Full timeThe opening is for the role of a **Front Office Executive** at **Umed Bhawan Palace, Kotah** in the Hospitality (Hotel) Sector Applicants should have the following qualifications: - Hotel Management Degree (Bachelors or Masters) from a reputed institute - Hotel Management Experience of 5+ years - Ability to read, write, and speak English effectively -...
-
Customer Relationship Executive
2 months ago
Kota, Rajasthan, India Shubham Group Full timeShubham has nearly 14 years of track record of sustained growth, customer satisfaction, and innovation. The company has 13+ planned projects with 3 projects under development. Qualifications and Skills Graduate with tell-calling sales experience. Proven experience in customer service management. Excellent leadership and team management skills. Strong...
-
AGM - Area Sales Manager
4 months ago
Kota, India Vodafone Idea Limited Full timeVodafone Idea Limited is an Aditya Birla Group and Vodafone Group partnership. It is India’s leading telecom service provider. The Company provides pan India Voice and Data services across 2G, 3G and 4G platform. With the large spectrum portfolio to support the growing demand for data and voice, the company is committed to deliver delightful customer...
-
Fire & Safety Officer
5 months ago
Kota, India JLL Full time**JLL supports the Whole You, personally and professionally.** **Fire & Safety Officer** **Property and Asset Management** **What this job involves** You will be part of the Property Management team based at the site and will be responsible for ensuring that all aspects of Security and Fire Safety are supervised and taken care of during your shift in...
-
Customer Relationship Executive
2 months ago
Kota, Rajasthan, India Array management Full time**Key Responsibilities**: - Recruitment Management**: Call and conduct daily interviews, working closely with team to align recruitment efforts with staffing needs. **networking, and manage resume screening and phone screenings. **- Onboarding**: Oversee the onboarding process, guiding new hires to ensure a positive and efficient start. **helpful feedback...
-
School Development Officer
1 month ago
kota, India VIBGYOR Group of Schools Full timePosition: School Development Officer (Team Leader) Organization: Vibgyor Group of Schools Experience Required: 6-15 Years Primary Purpose: To be the overall in charge of the School Development Cell And serve as a fulcrum between the organization and the parent(s) (existing and potential) thereby ensuring excellent parent service and satisfaction. Key...
-
Quality Inspector
3 weeks ago
Kota, India AT-PAC Full timeIn 2023, AT-PAC became 100% part of the Doka family, bringing together 25 years of AT-PAC’s industrial scaffolding experience and internationally certified “Ringlock” product, with Doka’s 150 year history as a global formwork and shoring provider.As part of the newly formed Business Unit Scaffolding Industry, AT-PAC will be further synergizing its...
-
Assistant Manager
3 weeks ago
kota, India Corenza Full timeAbout CompanyEstablished in Mumbai more than three decades ago, the company is a prominent figure in India's financial services sector. It boasts a nationwide presence, operating in over 500 cities. The NBFC and its subsidiaries offer a wide array of products including gold loans, housing loans, microfinance, loans against property and securities, and...
-
Regional Finance Manager
3 weeks ago
Kota, India Crompton Greaves Consumer Electricals Limited Full timeJob Overview:Provide in-depth financial analysis and insights to support the sales team in the Region to achieve the financials performance of the sales organization.ResponsibilitiesBusiness partner to sales head of the Region.Ensure quality of sale by increasing revenue but controlling and minimizing overdue and bad debt.Deliver Region Cost to Sale...
-
EHS Officer
5 months ago
Kota, Rajasthan, India JLL Full timeJLL supports the Whole You, personally and professionally. **Position**: EHS Officer, City Mall. **Business**: Property and Asset Management, Kota. What this job involves You will be part of the Property Management team based at the site and will be responsible for ensuring that all aspects of EHS are supervised and taken care of during your shift in...
-
Regional Sales Manager
2 days ago
Kota, Rajasthan, India ADM Full timeJob DescriptionUnlock the potential of your sales career with ADM, a global leader in human and animal nutrition. As a Regional Sales Manager, you will be responsible for driving sales growth and developing strong relationships with distributors in your territory.Key Responsibilities:Assign monthly, quarterly, and annual sales goals to distributors and track...
-
Chief Marketing Officer
5 months ago
Kota, India THRIVELIFE MARKETING INDIA PRIVATE LIMITED Full time**Responsibilities**: Develop and execute comprehensive marketing strategies aligned with business goals. Manage and lead a team of marketing professionals. Conduct market research and analyze consumer trends to identify opportunities for growth. Develop and manage the marketing budget. Drive brand positioning and messaging across all marketing...
-
Customer Relationship Trainee
2 months ago
Mahaveer Nagar, Kota, Rajasthan, India Assignment 366 Full timeJob Description**:Customer Relationship Trainee** Position**:Customer Relationship Trainee** Location**:Kota** Company**:Assignment366** Employment Type**:Full-time** **About Us**: Assignment 366 have been recognized as a top Consultant in UK, Australia, Canada and USA. We provide clients with a wide range of services that will help them thrive and...
-
Customer Relationship Trainee
1 month ago
Mahaveer Nagar, Kota, Rajasthan, India Smart Grade Solutions Full timeJob Description**:Customer Relationship Trainee** Position**:Customer Relationship Trainee** Location**:Kota** Company**:SMART GRADE SOLUTIONS** Employment Type**:Full-time** **About Us**: SMART GRADE SOLUTIONS have been recognized as a top Consultant in UK, Australia, Canada and USA. We provide clients with a wide range of services that will help them...
-
Client Relationship Trainee
2 weeks ago
Kota, Rajasthan, India Assignment-366 Full timeJob Title: Client Relationship Trainee Company: Assignment366 Location: Mahaveer Nagar 3rd kota Rajasthan Annual Compensation: ₹1.20 LPA to ₹1.44 LPA About Us: Assignment366 is a leading name in Education Sector with a strong commitment to excellence. We take pride in our dedicated team and are now looking for a Client Relationship Trainee to join us...