Investment Relationship Manager

5 days ago

Thiruvananthapuram Trivandrum Delhi Indore, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 12,00,000
Investment Relationship Manager

Job Description

We are seeking an experienced Investment Relationship Manager to join our team. The successful candidate will be responsible for handling a portfolio of high net worth clients, providing them with tailored investment advice and solutions.

Key responsibilities include:

  • Building strong relationships with clients to understand their financial goals and risk tolerance;
  • Providing regular market updates and analysis to help clients make informed investment decisions;
  • Identifying new business opportunities and developing strategies to acquire new clients;
  • Working closely with other members of the team to deliver exceptional customer service and drive business growth.
Required Skills and Qualifications

To be successful in this role, you will need:

  • A degree in finance, economics or a related field;
  • Proven experience in investment management or a related field;
  • Strong analytical and problem-solving skills;
  • Excellent communication and interpersonal skills;
  • Ability to work well under pressure and meet deadlines.
Benefits

As an employee of our company, you can expect:

  • A competitive salary and benefits package;
  • Ongoing training and development opportunities;
  • The chance to work with a dynamic and forward-thinking team.
Others

In addition to the above, we offer:

  • A flexible working environment;
  • Opportunities for career advancement;
  • A fun and supportive team culture.

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