Investment Relationship Manager

Company DescriptionAlphabet Investment is a full-service financial institution providing a wide variety of savings, investment, and other financial products designed to meet specific needs. Our goal is to help clients take advantage of these products to achieve their financial goals. For more detailed information about our offerings, please visit our website...

Job Description Job Summary: The Relationship Manager Investment Products will be responsible for managing and expanding a portfolio of high-net-worth clients by offering customized investment solutions and financial planning advice. The role involves understanding client goals, designing investment strategies, and ensuring superior service delivery to...

Company Description is a Global Marketplace for Investors, Fund Seekers, Investment Bankers, and Influencers specializing in Debt Finance, Equity funding, and Mergers & Acquisitions. Our platform connects various financial stakeholders worldwide, facilitating optimal investment opportunities and financial solutions. We aim to create an integrated financial...

Job Description - Wealth Relationship Manager Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest financial products to the clients and achieve business target. - Responsible for product...

Make outbound calls to potential clients to generate leads for real estate projects. Explain project details, property features, and investment benefits to prospects. Maintain and update customer database (CRM) with accurate lead details. Follow up with interested clients to schedule site visits or meetings with sales executives. Achieve...

Are you looking for a dynamic and rewarding career in the world of finance? Join stockaxis, where we empower you to unlock your potential and become a Wealth Relationship Manager - the ultimate face of our businessWhy Join Us?At Stockaxis, we are on a mission to help investors secure their financial future with the right investment solutions. We strive to be...

Job Type: Full-Time | Experience: 1–5 Years | Salary: ₹20,000–₹30,000 (Commensurate with Experience)About UsAlleluia Investment is a Mumbai-based Mutual Fund Distribution firm managing ₹100 Cr+ AUM, dedicated to helping clients achieve their financial goals through personalized investment solutions and professional guidance.Role OverviewWe are...

About Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 3 schemes under Cat I- SSF.The AMC has applied for 1 new scheme under Cat I with SEBI having target corpus of INR 500 crores.Job Summary:We...

Job Description Role Responsibilities: - Consistently mapping out the distribution landscape and sourcing new demand - Distribution outreach by telephone/e-mail to secure meetings with key prospects - Develop and deepen relationships with distributors - Regularly update the Distributor Database - Gather intel through efficient data mining and analysis to...

Responsibilities:* Oversee investment portfolio performance & risk management* Manage fundraising activities & relationships with investors* Develop & implement investment strategiesHealth insurance