Jiraaf - Senior Relationship Manager - FinTech
1 month ago
Role Description:
As a Senior Relationship Manager, you will be responsible for acquiring, building and maintaining relationships with high-net-worth individuals, institutional investors, and corporate clients. Your day-to-day tasks will include understanding client investment needs, presenting investment opportunities, managing client portfolios, providing investment options, and ensuring client satisfaction. You will also collaborate with internal teams to assess investment risks and monitor asset Proven experience in relationship management and client acquisition
- Strong understanding of financial markets and investment products
- Excellent communication and interpersonal skills
- Ability to build and maintain relationships with clients
- Analytical and problem-solving skills
- Knowledge of regulatory requirements and compliance
- Ability to work well in a team and independently
- Bachelor's degree in finance, business, or related field
- Relevant certifications such as CFA or AMFI will be beneficial
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Jiraaf - Manager - Brand Management
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Jiraaf - Associate Director - Content
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Rupeek - Senior Manager - Risk
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Bengaluru, India Cashinvoice Full timeCashinvoice is a digital marketplace that unlocks supply chain finance for small businesses. By leveraging technology, the Cashinvoice platform connects financial institutions, large corporations, and their MSME supply chain partners to extend working capital by offering embedded lending products to grow and scale.Role Description:This is a full-time role as...
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5 days ago
Bengaluru, India Axis Mutual Fund Full timeJob Purpose: • Plan and drive customer engagement for identified partners • The role entails to support the partners in day to day operations and ensuring marketing compliance and service deliverables are processed within the given time lines and enable tracking & reporting of business KPIs for the partnership team • Develop sales and marketing plans...
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Relationship Manager
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Bengaluru, India Cashinvoice Full timeCashinvoice is a digital marketplace that unlocks supply chain finance for small businesses. By leveraging technology, the Cashinvoice platform connects financial institutions, large corporations, and their MSME supply chain partners to extend working capital by offering embedded lending products to grow and scale. Role Description:This is a full-time role...
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Relationship Manager
1 month ago
Bengaluru, India Cashinvoice Full timeCashinvoice is a digital marketplace that unlocks supply chain finance for small businesses. By leveraging technology, the Cashinvoice platform connects financial institutions, large corporations, and their MSME supply chain partners to extend working capital by offering embedded lending products to grow and scale. Role Description:This is a full-time role...
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Relationship Manager
1 month ago
Bengaluru, India Cashinvoice Full timeCashinvoice is a digital marketplace that unlocks supply chain finance for small businesses. By leveraging technology, the Cashinvoice platform connects financial institutions, large corporations, and their MSME supply chain partners to extend working capital by offering embedded lending products to grow and scale. Role Description: This is a full-time...
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