Investment relationship manager

2 days ago

Indore, Madhya Pradesh, India Mirae Asset Sharekhan Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Company Description

Founded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India. With a client base of over 31 lakhs, 120+ branches, and 4400+ business partners, Mirae Asset Sharekhan's full-service model provides comprehensive financial solutions including Mutual Funds, Stocks, IPOs, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Exchange Traded Funds (ETFs), Corporate Deposits, Futures & Options, Commodity, and Bonds. Renowned for its research and experienced relationship managers, Mirae Asset Sharekhan executes over 11 lakh trades daily, guiding wealth creation since its inception.

Role Description

This is a full-time, on-site role located in Indore for an Investment Relationship Manager. The Investment Relationship Manager will be responsible for managing and growing client relationships, providing investment advice, executing trades, and conducting financial planning. The role also involves preparing and presenting client portfolios, analyzing market trends, and ensuring regulatory compliance.

Qualifications

  • Proficiency in Financial Planning, Investment Advisory, and Client Portfolio Management
  • Understanding of Stocks, Mutual Funds, IPOs, PMS, AIFs, ETFs, and Bonds
  • Analytical skills to assess market trends and financial options
  • Excellent communication and interpersonal skills
  • Ability to work on-site in Indore
  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Professional certifications such as CFA, CFP, or similar are a plus
  • Experience in financial services or wealth management is beneficial

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