Investment Relationship Manager

4 days ago


Chennai, India Sharekhan Full time

Job Description What will you do As an Investment Relationship Manager, you'll be instrumental in growing our investment portfolio by acquiring new clients and deepening relationships with existing ones. Your primary focus will be on increasing our assets under management (AUM) and systematic investment plan (SIP) book through direct client engagement and excellent service. Key Responsibilities: Direct Responsibilities: - Acquire new clients with benchmark assets. - Increase the total assigned SIP book from allocated and new clients. - Add overall AUM by gathering assets from existing and new clients. - Increase the basket of clients having AUM. Contributing Responsibilities: - Achieve the business target assigned to the branch in terms of assets (AUM) and SIP book. - Acquire, enhance, & upgrade client relationships. - Ensure the highest level of service to the clients. Preferred Candidate Profile: - Good communication and interpersonal skills. - Self-motivated and a go-getter attitude. - Strong ability to build and maintain customer relationships.



  • Chennai, Tamil Nadu, India Trinity SkillWorks Private Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    We're Hiring: Investment Relationship ManagerLocations:AcrossTamil Nadu(Chennai | Coimbatore | Madurai | Trichy | Salem | Erode | Tirunelveli | Vellore | Thanjavur | Tuticorin | Dindigul | Nagercoil)Experience:1+ YearQualification:Graduation (NISM 5 preferred)About the RoleAs anInvestment Relationship Manager, you'll be responsible for helping clients...


  • Chennai, India Abakkus Asset Manager Private Limited Full time

    Job Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...


  • Bengaluru, Chennai, Hyderabad, India Avani Consulting Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Title : Investment Relationship ManagerPosition purpose:To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book.Direct Responsibilities:Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and...


  • Bengaluru, Chennai, Tiruchirapalli, India Avani Consulting Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Title : Investment Relationship ManagerPosition purpose:To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book.Direct Responsibilities:Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and...

  • Relationship Manager

    2 weeks ago


    Chennai, Tamil Nadu, India Manifest Wealth Solutions Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionManifest Wealth Solutions has been a pioneer in capital investment, management, and other financial services both globally and locally. Our expertise lies in providing innovative financial solutions and excellent client service. We aim to help our clients achieve their financial goals through well-informed investment strategies and...


  • Chennai, Tamil Nadu, India DUVEE TECHNOLOGIES PVT LTD Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Job Summary:The Relationship Manager & Stock Analyst will be responsible for managing client relationships, understanding their financial goals, and providing investment advice based on thorough stock market analysis. This role requires a blend of strong interpersonal skills and analytical expertise to ensure clients receive personalized financial solutions...

  • Relationship Manager

    2 weeks ago


    Chennai, Tamil Nadu, India Capricorne Mindframe Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Job Title: Relationship ManagerExperience: 6 – 8 YearsLocation: Chennai & BengaluruNotice Period: Immediate – 30 daysWe are hiring a Relationship Manager to join our teamWhat You'll DoBuild and nurture strong client relationships to drive growth and retentionDrive business growth by acquiring new clients and expand the client basePromote and cross-sell...


  • Chennai, Tamil Nadu, India Sharekhan Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesDirect ResponsibilitiesAcquiring new clients with benchmark assets.Increase the total assigned SIP book from allocated and new clients.Adding overall AUM by gathering assets from existing and new clients.Increasing the basket of clients having AUM.Contributing ResponsibilitiesAchieving the Business target assigned to branch in terms...

  • Relationship Manager

    2 weeks ago


    Chennai, India Capricorne Mindframe Full time

    Job Description Job Title: Relationship Manager Experience: 6 8 Years Location: Chennai & Bengaluru Notice Period: Immediate 30 days We are hiring a Relationship Manager to join our team! What You'll Do Build and nurture strong client relationships to drive growth and retention Drive business growth by acquiring new clients and expand the client base Promote...


  • Chennai, India AssetPlus Full time

    About AssetPlus:AssetPlus is a fast-growing fintech company providing innovative investment solutions.We are seeking a Manager Wealth & Investment Services to lead and manage a team of financial experts and financial analysts, ensuring exceptional client service and business growth.Key Responsibilities:Team Leadership & Development:- Lead, guide, and support...