Jiraaf - Wealth Manager/Relationship Manager/Portfolio Manager - Sales & Relationship

4 weeks ago


Bengaluru, India Jiraaf Full time

About Us :

- altGraaf is a digital platform that provides exclusive and curated opportunities for high-yield alternate fixed-income investment across varied product categories, including unlisted corporate bonds, invoice discounting, real-estate bonds, asset-backed leasing, and venture debt/revenue-based financing. Opportunities brought by altGraaf typically have an annualized IRR between 8-20%, tenors ranging from 30 days to 3 years, and a minimum investment of 1 Lac. The platform also originates, structures, and provides risk assessment and asset monitoring for each investment listed.

Role Description :

- This is a full-time, on-site role for a Relationship Manager located in Bengaluru. The Relationship Manager will be responsible for managing and expanding relationships with high-net-worth individuals, family offices, and corporate entities to identify and execute transactions on altGraaf platform.

Job Description :

- We are seeking a skilled Relationship Manager to join our dynamic team in the role of Investor Relations. The successful candidate will be responsible for nurturing and maintaining strong relationships with our investors, ensuring their satisfaction and engagement with our :

1. Serve as the primary point of contact for all investor inquiries and communications.

2. Cultivate and maintain strong relationships with existing investors, providing regular updates and reports on the performance of their investments.

3. Develop and implement strategies to retain customers

4. Coordinate investor meetings, presentations, and events, both virtually and in-person, to communicate our company's vision, goals, and performance.

5. Collaborate with internal teams, including finance, legal, and executive leadership, to ensure compliance with regulatory requirements and timely dissemination of financial information to investors.

6. Monitor market trends, competitor activities, and investor sentiment to provide insights and recommendations for enhancing our investor relations strategies.

7. Prepare and distribute investor communications, including press releases, newsletters, and annual reports, to keep investors informed

8. Stay updated on industry best practices and regulatory changes related to investor relations to ensure compliance and uphold best-in-class standards.

Qualifications :

1. Bachelor's degree

2. Proven experience in investor relations, financial services, or corporate finance, with a minimum of 4 years of relevant experience.

3. Strong understanding of financial markets, investment products

4. Excellent communication skills, both written and verbal, with the ability to articulate complex financial concepts in a clear and concise manner.

5. Exceptional relationship-building and interpersonal skills, with a customer-centric approach to managing investor relationships.

6. Ability to multitask and prioritize tasks effectively in a fast-paced environment.

7. Proficiency in Microsoft Office Suite and investor relations management software.

8. Detail-oriented with strong analytical and problem-solving abilities.

9. Demonstrated ability to work collaboratively within a cross-functional team environment.

10. Professional demeanor with a high level of integrity and discretion in handling confidential information.

Join our team and play a pivotal role in shaping our investor relations strategy and driving the success of our organization. Apply now to be part of our growing team

(ref:iimjobs.com)

  • Bengaluru, India Jiraaf Full time

    Manager - Brand - Fintech/Finance the Company:Join our dynamic team at Jiraaf, a leading consumer tech investment firm in India. We leverage cutting-edge technology and data-driven insights to revolutionize the fintech landscape. As we expand our market presence, we're looking for a seasoned Brand Manager to lead our marketing operations and elevate...


  • Bengaluru, India Jiraaf Full time

    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...


  • Bengaluru, India Jiraaf Full time

    Senior Brand Manager - Fintech About the Company:Join our dynamic team at Jiraaf, a leading consumer tech investment firm in India. We leverage cutting-edge technology and data-driven insights to revolutionize the fintech landscape. As we expand our market presence, we're looking for a seasoned Brand Manager to lead our marketing operations and elevate...


  • Bengaluru, India Jiraaf Full time

    AI Growth Company Profile:Jiraaf and altGraaf are fintech digital platforms that offer curated fixed income products to retail and business clients. Both platforms are under the holding company AI Growth Private Limited. The platforms provide diverse fixed income securities to investors with varied tenures and returns. Investment opportunities that were...


  • Bengaluru, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Sr Relationship ManagerLocation - BangaloreExperience Range - 12 - 17 years Salary Range: Upto 35 LPAMandatory Requirement:Client AcquisitionWealth ManagementCorporate Clients / Institutional ClientsJob Role and Responsibilities:The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to...

  • Relationship Manager

    3 weeks ago


    Bengaluru, India SkillVentory Full time

    Relationship Manager Private Wealth HNI/UHNI with a leading Private Bank in Bangalore - On-boarding HNI & UHNI Clients from market and through references from assigned portfolio.,Managing a Priority Tier-Booksize more than of 500 Cr across UHNI clients with Ticket size more than 7.5 cr. - Identify customer needs and provide them with right financial planning...


  • Bengaluru, India SkillVentory Full time

    Relationship Manager Private Wealth HNI/UHNI with a leading Private Bank in Bangalore - On-boarding HNI & UHNI Clients from market and through references from assigned portfolio.,Managing a Priority Tier-Booksize more than of 500 Cr across UHNI clients with Ticket size more than 7.5 cr. - Identify customer needs and provide them with right financial planning...

  • Senior Wealth Manager

    2 weeks ago


    Bengaluru, India Fincity Full time

    Our Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...


  • Bengaluru, India Standard Chartered Bank Full time

    Role Responsibilities The purpose of the role is to Achieving revenue targets by acquiring, growing and deepening NRI client relationships through effective relationship management & Acquisition strategy. Focus on the analysis and satisfaction of NRI customers’ financial as well as investment needs and Business Drivers Maximize sales...


  • Bengaluru, India Standard Chartered Bank Full time

    Role Responsibilities Creates and conducts proposal presentations for the portfolio assigned. Responsible to maintain cordial relationship with the corporate clients. Drive revenue growth to the business with the existing and new corporate customers. Ensure knowledge about the market all times to upgrade and rise up to the occasion. Ensure that...


  • Bengaluru, India Standard Chartered Bank Full time

    Role Responsibilities Creates and conducts proposal presentations for the portfolio assigned. Responsible to maintain cordial relationship with the corporate clients. Drive revenue growth to the business with the existing and new corporate customers. Ensure knowledge about the market all times to upgrade and rise up to the occasion. Ensure that...

  • Relationship Manager

    2 months ago


    Bengaluru, India Standard Chartered Bank Full time

    Role Responsibilities Business Relationship Management Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and achieve...


  • Bengaluru, India Standard Chartered Bank Full time

    Role Responsibilities Business Relationship Management Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and achieve...


  • Bengaluru, India Standard Chartered Bank Full time

    Role ResponsibilitiesCreates and conducts proposal presentations for the portfolio assigned.Responsible to maintain cordial relationship with the corporate clients.Drive revenue growth to the business with the existing and new corporate customers.Ensure knowledge about the market all times to upgrade and rise up to the occasion.Ensure that individual targets...


  • Bengaluru, India HSBC Full time

    Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and...

  • Senior Wealth Manager

    2 weeks ago


    Bengaluru, India Fincity Full time

    Our Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...


  • Bengaluru, India Fincity Full time

    Our Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.” About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...

  • Senior Wealth Manager

    2 weeks ago


    Bengaluru, India Fincity Full time

    Our Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...


  • Bengaluru, India Fincity Full time

    Our Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.” About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...


  • Bengaluru, India Fincity Full time

    Our Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...