
Senior Investment Relationship Manager
1 week ago
Our team is responsible for managing client relationships, executing trades, and driving revenue through innovative ideas, market insights, and timely execution.
- Client relationship management to deliver exceptional service and drive business growth.
- Understanding clients' investment needs and providing tailored solutions to meet their objectives.
- Optimizing revenue streams while efficiently utilizing resources to achieve maximum returns.
- Distributing research, trade ideas, corporate access, and technology solutions to clients to enhance their investment strategies.
- Developing and implementing alpha capture programs to improve investment outcomes.
- New business opportunities to expand our client base and revenue streams.
- Collecting and incorporating client feedback to enhance distribution products and services.
- Collaboration with cross-functional teams to achieve shared goals and objectives.
Required Qualifications: Bachelor's/Master's degree in Finance, Economics, or related field; CA/CFA certification preferred.
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Client Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Fortune Investment Services Pvt Ltd Full time US$ 60,000 - US$ 1,20,000 per yearRole DescriptionThis is a full-time on-site role for a Client Relationship Manager located in Chennai (OMR-Karapakkam). The Client Relationship Manager will be responsible for maintaining and strengthening relationships with clients, understanding their financial goals, providing tailored financial advice, and assisting with investment and financial...
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Senior Branch Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Kotak Life Insurance Full time ₹ 1,04,000 - ₹ 1,30,878 per yearSenior Branch Relationship Manager -RL-Emerging Market (RL-EM)-Relationship ManagementCalicut Kerala.Senior Branch Relationship Manager -RL-Emerging Market (RL-EM)-Relationship ManagementRole-Senior Branch Relationship ManagerTo handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, and...
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Investment Relationship Specialist
1 week ago
Chennai, Tamil Nadu, India beBeeInvestment Full timeWe are looking for a seasoned Investment Relationship Specialist with expertise in Mutual Funds to drive our growth strategy.About the Role:Client Engagement:To develop and maintain strong, productive relationships with clients, comprehend their financial objectives, and provide tailored investment solutions that meet their needs.To conduct thorough needs...
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Senior Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Chief Investment Strategist
1 week ago
Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 65,00,000Senior Portfolio Manager The Senior Vice President will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role requiring strong personal network, deep product knowledge, and a track record of building long-term client...
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Senior Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Senior Relationship Manager
1 week ago
Chennai, Tamil Nadu, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Senior Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial...
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Senior Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India AssetPlus Full timeRole: Senior Relationship Manager.Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally.The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Chief Investment Officer
1 week ago
Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000Job Description:We are seeking a highly skilled and experienced professional to join our team as a Senior Manager. This role will play a key part in supporting analysis and research for investment decisions, risk management, and portfolio monitoring.The successful candidate will be responsible for preparing monthly and quarterly performance reports,...