Senior Relationship Manager

1 day ago


Mumbai, Maharashtra, India beBeeInvestorrelations Full time ₹ 15,00,000 - ₹ 20,00,000

Job Overview

We are seeking a senior-level professional to drive client acquisition and strengthen investor relationships. This role involves building new connections with high-net-worth individuals, family offices, and institutions.

The ideal candidate will have strong communication, presentation, and relationship management skills, as well as experience in Investor Relations and Financial Services.

  • Key Responsibilities
  • Manage client communications, investor queries, and portfolio updates.
  • Prepare and deliver investor reports, presentations, and newsletters.
  • Support client acquisition efforts through pitches, meetings, and campaigns.
  • Maintain CRM systems for accurate lead and client tracking.
  • Coordinate with internal teams to ensure accurate and timely investor communication.

Requirements

  • Bachelor's degree (MBA/Finance preferred).
  • 3–6 years' experience in Investor Relations, Financial Services.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM tools.


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