▷ [15h Left] Relationship Manager - Investment Services

2 weeks ago


India Wealth Premier Finserv Full time

Job Description

Job Description

Title Relationship Manager Investment Services

Qualification Required Graduates & NISM VA or CFP

Job Responsibilities:

Existing Customers Relationships Mapped

Responsible for managing relationships with clients & providing investment advisory services

Monitoring and managing client portfolios, developing and implementing investment strategies

Get the Risk Profiling Done

Portfolio Reviews with Clients

Get Investment Top ups and increased Wallet Share

Get References

New Customers

Responsible for Adding New Relationships & Acquire NRI Relationships

Arranging for Investor Awareness Programs in Corporates

Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services, AIF's, Startups & other Investment Products

Research & Knowledge

Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news

Attending Fund Manager Calls and Product calls and Meetings

Get Acquainted with Morning Star Research Platform and other Software's for Analysis

Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment products

Other Requirements Good Analytical and Communication Skills

Experience 1 - 2 Years.

Compensation As per Industry Standards.

Contact Details:

[Confidential Information]

Whatsapp - 9167369223

www.wealthpremier.com



  • Noida, India Kabia Investment Managers Full time

    Job Description Job Overview We are looking for a proactive and results-driven Client Relationship Manager to handle service management for assigned clients and drive business through cross-selling financial products. The role involves ensuring client satisfaction while achieving monthly revenue targets. Key Responsibilities Manage day-to-day service...


  • Bengaluru, India 66 Bridge Partners Full time

    Job Description Company Description 66 Bridge Partners is a premier angel investment network dedicated to connecting high-quality startups with a selective, experienced group of investors. The firm operates two main investment tracks: - Velocity Track: Focused on growth and early-growth stage startups with proven product-market fit, revenue generation of...


  • Jaipur, India Max Financial Services Full time

    Job Description Career Opportunities Position Branch Relationship Manager Location Department Direct Sales Force Function CAT - Elite Reporting to Territory Manager ( Customer Advisory Team) About Max Life Insurance: 'Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services...

  • Investment Analyst

    2 weeks ago


    Bengaluru, India Dezerv Full time

    Job Description Dezerv is a house of investing solutions for high net worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from...


  • Gurugram, India Fidelity International Full time

    Job Description About the Opportunity Job Type: Permanent Application Deadline: 11 October 2025 Title Investment Compliance Monitoring - Associate Department General Counsel Shared Services Location Gurgaon, India Reports To Manager - Investment Compliance Monitoring Level 2 We're proud to have been helping our clients build better financial futures...


  • Markapur, India Kotak Mahindra Bank Limited Full time

    Job Description We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities, commercial assets, and investment products. The ideal...


  • India Kotak Mahindra Bank Limited Full time

    Job Description Role: Affluent RM - Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group - Generate business across liabilities, assets and fee products to sustain and achieve growth in...


  • Jalandhar, India Liberty General Insurance Full time

    Job Description Role Description This is a full-time on-site role for a Relationship Manager located in Jalandhar. Qualifications - Basic Understanding of Insurance Products and Services - Ability to Work Independently and as Part of a Team - Bachelor's degree in Business, Finance, or related field - Previous Experience in the Insurance Industry is a...


  • India INDIC EMS Electronics Pvt. Ltd. Full time

    INDIC EMS Electronics Pvt. Ltd. needs a Webflow pro to upgrade UI/UX and boost SEO You’ll work on: • Layouts, components, interactions • CMS/templates + scalable styles • Technical SEO (meta, schema, sitemaps, hreflang, canonicals) • Speed & CWV fixes (images, assets, redirects) • GSC/GA4/GTM setup + content updates You have: • Strong...


  • Bengaluru, India State Street Investment Management Full time

    Job Description State Street Investment Management, one of the world's largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. Investment Strategy & Research is the investment team...