Investment Relationship Manager
6 days ago
HDFC Tru is seeking a highly experienced Investment Relationship Manager to join our team. The ideal candidate will have 15+ years of sales experience in wealth management, with a strong background in finance and a post-graduate degree.
Key Responsibilities- Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates.
- Acquire new HNI client relationships to build personal AUA and ensure achievement of targets.
- Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment objectives.
- Build portfolios that adhere to the defined investment framework through appropriate asset allocation and product suitability.
- Cultivate and grow client relationships by monitoring portfolios though performance reviews, providing regular updates, presenting plans, addressing and resolving queries in a timely manner.
- Effective communication and collaboration with internal and external stakeholders to ensure client is well-served.
- Stay updated on products, services, and legislation that may have an influence on clients' investment strategy.
- Adhere to all internal policies and ensure compliance to regulatory requirements.
The estimated salary for this position is around ₹25 lakhs per annum, depending on the candidate's experience and qualifications.
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Investment Relationship Manager
1 month ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeOverviewKotak Mahindra Bank is seeking an Investment Relationship Manager to join our team. This role is responsible for active management of clients and achieving target active Assets Under Management (AUM).Key ResponsibilitiesTo identify customer needs, assess their risk appetite, and provide investment options.To provide regular updates to clients...
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Associate Portfolio Manager
6 days ago
Mumbai, Maharashtra, India Athena Investment Advisers Full timeAbout Athena Investment Advisers:">Athena is a premier financial services firm providing Multi-Family Office, Wealth Management and Financial Advisory services to its clients in India and the UK.">Our team of experienced professionals has successfully carved out a name for providing client-centric and value-accretive advisory services. We are committed to...
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Relationship Manager and Investment Advisor
2 weeks ago
Mumbai, Maharashtra, India HDFC securities Full time**Job Title:** Relationship Manager and Investment AdvisorHDFC Securities is seeking a skilled Senior Relationship Manager to join our team. In this role, you will be responsible for building strong relationships with clients, providing them with personalized investment advice, and helping them achieve their financial goals.Key Responsibilities:Develop and...
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Global Equities Investment Specialist
3 weeks ago
Mumbai, Maharashtra, India Athena Investment Advisers Full timeAbout Athena Investment Advisers:A leading financial services firm, Athena Investment Advisers provides Multi-Family Office, Wealth Management and Financial Advisory services to clients in India and the UK. Prominent professionals with extensive experience in Investment Management and Financial Services have promoted this renowned firm.Athena advises ultra...
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Investment Research Associate
2 days ago
Mumbai, Maharashtra, India Athena Investment Advisers Full timeAbout Athena Investment Advisers:Athena Investment Advisers is a financial services firm that provides Multi-Family Office, Wealth Management and Financial Advisory services to high net worth individuals and family offices in India and the UK. Our team of experienced professionals has a deep understanding of the investment landscape and provides personalized...
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Investment Research Associate
6 days ago
Mumbai, Maharashtra, India Athena Investment Advisers Full timeAbout Athena Investment AdvisersWe are a leading provider of Multi-Family Office, Wealth Management and Financial Advisory services to its clients in India and the UK. Our team of experienced professionals is committed to providing client-centric and value-accretive advisory services.Job OverviewThis role involves working as an Associate - Asset Allocation...
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Investment Associate
4 days ago
Mumbai, Maharashtra, India Athena Investment Advisers Full timeAbout Athena Investment AdvisersWe are a financial services firm focused on providing Multi-Family Office, Wealth Management, and Financial Advisory services to our clients in India and the UK. Our team consists of professionals with rich experience in Investment Management and Financial Services, dedicated to delivering value-accretive advisory services.As...
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Investment Relations Specialist
3 weeks ago
Mumbai, Maharashtra, India Greenland Investment Management Full timeCompany Overview">Greenland Investment Management is a global hedge fund manager headquartered in Mumbai, managing assets in excess of $1 billion. As one of the largest dedicated commodity hedge funds globally, we leverage our proprietary research systems to create systematic strategies and capture market inefficiencies.We specialize in cross-market...
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Mumbai, Maharashtra, India CA Monk Full timeAbout CA MonkCA Monk is a leading investment banking firm that offers exceptional opportunities for professionals looking to advance their careers in the real estate sector.Estimated Salary Range: ₹80,00,000 - ₹1,20,00,000 per annumWe are currently seeking a highly skilled and experienced Senior Relationship Manager to join our team in Mumbai. As a key...
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Senior Investment Analyst
3 weeks ago
Mumbai, Maharashtra, India Augmenta Asset Manager Full timeAbout the RoleWe are seeking a highly skilled Senior Investment Analyst to join our team at Augmenta Asset Manager LLP. This is an exciting opportunity for an experienced professional to leverage their expertise in the Indian equity markets and contribute to the success of our firm.Key ResponsibilitiesConduct in-depth fundamental analysis of investment...
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Athena Investment Advisers Financial Manager
6 days ago
Mumbai, Maharashtra, India Athena Investment Advisers Full timeJoin Our TeamAthena Investment Advisers is seeking a highly skilled Financial Manager to join our team. In this role, you will play a key part in shaping the company's financial strategy and driving business growth.You will work closely with senior management to develop and implement financial plans, analyze company results, and identify areas for...
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Investment Portfolio Manager
2 weeks ago
Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full timeAbout Anand Rathi Share and Stock Brokers LtdAnand Rathi Share and Stock Brokers Ltd is a leading financial services company that provides a wide range of investment solutions to its clients. We are committed to delivering exceptional service and building long-term relationships with our clients.Job Description:We are seeking an experienced Investment...
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Senior Legal Associate
3 weeks ago
Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full time**About Us:**Abakkus Asset Manager Private Limited is a pioneering asset manager in India, overseeing approximately ₹37,000 crores across public markets and private equity strategies.We offer a range of investment solutions, including Alternative Investment Funds, Portfolio Management Services, and Advisory Services for domestic and global investors.In...
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Senior Portfolio Manager
2 weeks ago
Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full timeJob DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our team at Abakkus Asset Manager Private Limited. The successful candidate will be responsible for leading the development and launch of new investment products, managing client relationships, and ensuring regulatory compliance.About UsAbakkus Asset Manager Private Limited is a...
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Relationship Building Professional
2 weeks ago
Mumbai, Maharashtra, India HDFC securities Full timeHDFC Securities is seeking a skilled Relationship Building Professional to join our team.Job Summary:We are looking for an experienced and results-driven professional to handle client relationships, build trust, and grow investment portfolios. As a key member of our team, you will be responsible for executing trade orders, providing clients with expert...
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Investment Portfolio Manager
6 days ago
Mumbai, Maharashtra, India Quantsapp Pvt. Ltd. Full timeAbout Quantsapp Pvt. Ltd.We are a leading provider of financial solutions seeking a skilled Investment Portfolio Manager to join our team.The successful candidate will be responsible for managing and optimizing client portfolios to achieve their financial objectives. They will also provide expert advice on a range of investment products, including stocks,...
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Lawyer for Alternative Investment Funds
3 weeks ago
Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full timeAbakkus Asset Manager Private Limited is an alpha-focused asset manager managing approximately INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors.In just six years of incorporation,...
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Investment Analyst
3 weeks ago
Mumbai, Maharashtra, India Athena Investment Advisers Full timeAbout Athena Investment Advisers:Athena is a leading financial services firm that provides Multi-Family Office, Wealth Management, and Financial Advisory services to high net worth individuals in India and the UK. Our team of experienced professionals has built a reputation for delivering client-centric and value-accretive advisory services.
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Portfolio Investment Manager
1 month ago
Mumbai, Maharashtra, India Singularity AMC Full time**About the Role:**Singularity AMC is a leading investment management firm seeking an experienced Portfolio Investment Manager to join our team.As a key member of our investment team, you will be responsible for managing the entire deal lifecycle from sourcing to closure, including due diligence and deal transaction execution. Your primary goal will be to...
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Asset Management Strategist
6 days ago
Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full timeAbout Abakkus Asset Manager Private LimitedAbakkus Asset Manager Private Limited is a leading asset management company that offers a range of investment products and services to its clients. We are currently seeking an experienced Asset Management Strategist to join our team.The successful candidate will be responsible for developing and implementing...