Investment Relationship Specialist

Job Title:High Net Worth Investment Specialist Job Description As a High Net Worth Investment Specialist, you will play a vital role in building and maintaining strong long-term relationships with a portfolio of high-net-worth clients. You will work closely with internal product specialists, investment advisors, and insurance experts to deliver comprehensive...

Job OverviewWe are seeking a seasoned professional to drive deal closures and build long-term relationships with investors. This role will anchor our engagement with the investment community, facilitate online and offline investments, and lead a small team of Investor Relations Specialists.

About the RoleOur 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...

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...

Investor Relations Strategist Job Description: We are seeking an experienced Investor Relations Strategist to drive our engagement with investors, facilitate investments, and build long-term relationships through the Startup Singam platform. As a key member of our team, you will be responsible for identifying, reaching out to, and signing up angel investors,...

Investor Relations ExpertThis role is a critical function that enables companies to engage with their investors and communicate their value proposition.Key ResponsibilitiesIdentify, reach out, and onboard angel investors, VCs, family offices, and high net worth individuals (HNIs) to participate in the platform.Facilitate investments happening through...

Investment CounsellorLocation: MumbaiDepartment: Wealth Management / Financial ServicesReports To: Head-Asset AllocationPosition Overview:The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment...

Job Summary:We are seeking a detail-oriented Property Investment Specialist to join our team. This is a challenging and rewarding role that requires strong analytical skills, attention to detail, and excellent communication abilities.The successful candidate will be responsible for analyzing property investment opportunities, reviewing financial data, and...

Relationship Building ExpertWe are seeking an experienced Relationship Building Expert to lead our efforts in fostering strong client relationships.Develop and maintain effective connections with clients to understand their financial goals and provide tailored solutions.Identify new business opportunities and expand existing client relationships through...

Job OverviewWe are seeking a skilled relationship builder to join our team. In this role, you will be responsible for establishing and maintaining strong relationships with assigned financial partners.Main Responsibilities:Business Growth: Collaborate closely with assigned banks and wealth partners to drive business expansion in investment products such as...