Investment relationship manager

1 week ago

Indore, India Mirae Asset Sharekhan Full time

Company Description

Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India. With a client base of over 31 lakhs, 120+ branches, and 4400+ business partners, Mirae Asset Sharekhan's full-service model provides comprehensive financial solutions including Mutual Funds, Stocks, IPOs, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Exchange Traded Funds (ETFs), Corporate Deposits, Futures & Options, Commodity, and Bonds. Renowned for its research and experienced relationship managers, Mirae Asset Sharekhan executes over 11 lakh trades daily, guiding wealth creation since its inception.

Role Description

This is a full-time, on-site role located in Indore for an Investment Relationship Manager. The Investment Relationship Manager will be responsible for managing and growing client relationships, providing investment advice, executing trades, and conducting financial planning. The role also involves preparing and presenting client portfolios, analyzing market trends, and ensuring regulatory compliance.

Qualifications

  • Proficiency in Financial Planning, Investment Advisory, and Client Portfolio Management
  • Understanding of Stocks, Mutual Funds, IPOs, PMS, AIFs, ETFs, and Bonds
  • Analytical skills to assess market trends and financial options
  • Excellent communication and interpersonal skills
  • Ability to work on-site in Indore
  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Professional certifications such as CFA, CFP, or similar are a plus
  • Experience in financial services or wealth management is beneficial

  • Investment relationship manager

    2 days ago

    Indore, Madhya Pradesh, India Mirae Asset Sharekhan Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionFounded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India. With a client base of over 31 lakhs, 120+ branches, and 4400+ business partners, Mirae Asset Sharekhan's full-service model provides comprehensive financial solutions including Mutual Funds, Stocks, IPOs, Portfolio Management Services...

  • Investment Advisor

    1 week ago

    Vijay Nagar, Indore, Madhya Pradesh, India Riocap Investment advisor Full time

    **Key Responsibilities**: **Job Title**: Investment Advisor **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Investment Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

  • Relationship Manager

    1 week ago

    Indore, India Arihant Capital Markets Ltd Full time

    Company Description Arihant Capital Markets Ltd., established in 1992, is a public limited company with a mission to make every Indian financially independent. We provide a comprehensive range of services including equity and derivatives broking, online trading, mutual fund advisory, IPO investments, depository services, commodities and currency broking,...

  • Relationship Manager

    2 weeks ago

    Indore, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job SpecificationsProfile : RM – SalesDesignation : Relationship ManagerReporting To : Branch Manager / Cluster HeadLocation : IndorePrimary Job ResponsibilitiesKey ResponsibilitiesClient Acquisition & OnboardingIdentify and acquire new clients for equity trading and investment services.Build a strong network to generate leads and convert prospects into...

  • Relationship Manager

    1 week ago

    Indore, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job Specifications Profile: RM – Sales Designation: Relationship Manager Reporting To: Branch Manager / Cluster Head Location: Indore Primary Job Responsibilities Key Responsibilities - Client Acquisition & Onboarding - Identify and acquire new clients for equity trading and investment services. - Build a strong network to generate leads and...

  • Relationship Manager

    2 weeks ago

    Indore, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job Specifications Profile: RM – Sales Designation: Relationship Manager Reporting To: Branch Manager / Cluster Head Location: Indore Primary Job Responsibilities Key Responsibilities 1. Client Acquisition & Onboarding - Identify and acquire new clients for equity trading and investment services. - Build a strong network to generate leads and...

  • Relationship Manager

    6 days ago

    Indore, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job SpecificationsProfile : RM – SalesDesignation : Relationship ManagerReporting To : Branch Manager / Cluster HeadLocation : IndorePrimary Job ResponsibilitiesKey ResponsibilitiesClient Acquisition & OnboardingIdentify and acquire new clients for equity trading and investment services.Build a strong network to generate leads and convert prospects into...

  • Relationship Manager

    4 weeks ago

    Indore, Madhya Pradesh, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job DescriptionJob SpecificationsProfile: RM SalesDesignation: Relationship ManagerReporting To: Branch Manager / Cluster HeadLocation: IndorePrimary Job ResponsibilitiesKey Responsibilities1. Client Acquisition & Onboarding- Identify and acquire new clients for equity trading and investment services.- Build a strong network to generate leads and convert...

  • Relationship Manager

    2 weeks ago

    Indore, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job SpecificationsProfile: RM – Sales Designation: Relationship Manager Reporting To: Branch Manager / Cluster Head Location: IndorePrimary Job ResponsibilitiesKey ResponsibilitiesClient Acquisition & OnboardingIdentify and acquire new clients for equity trading and investment services.Build a strong network to generate leads and convert prospects into...

  • Relationship Manager

    2 weeks ago

    Indore, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job Specifications Profile : RM – Sales Designation : Relationship Manager Reporting To : Branch Manager / Cluster Head Location : Indore Primary Job Responsibilities Key Responsibilities Client Acquisition & Onboarding Identify and acquire new clients for equity trading and investment services. Build a strong network to...