Investment Relationship Manager

Company DescriptionManifest Wealth Solutions has been a pioneer in capital investment, management, and other financial services both globally and locally. Our expertise lies in providing innovative financial solutions and excellent client service. We aim to help our clients achieve their financial goals through well-informed investment strategies and...

Job Summary:The Relationship Manager & Stock Analyst will be responsible for managing client relationships, understanding their financial goals, and providing investment advice based on thorough stock market analysis. This role requires a blend of strong interpersonal skills and analytical expertise to ensure clients receive personalized financial solutions...

Job Title: Relationship ManagerExperience: 6 – 8 YearsLocation: Chennai & BengaluruNotice Period: Immediate – 30 daysWe are hiring a Relationship Manager to join our teamWhat You'll DoBuild and nurture strong client relationships to drive growth and retentionDrive business growth by acquiring new clients and expand the client basePromote and cross-sell...

Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold.Develop strong relationships with clients through a consultative approach and customized investment strategies.Ensure consistent client engagement and portfolio reviews to strengthen wallet share.Understand clients’ financial goals, risk appetite, and...

The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding...

GreetingsHiring for Wealth Manager / Asset Desk ManagerJob Location: ChennaiExp: 4- 15 yearsEducation: Graduate / PG in MBA Marketing or Equivalent.Responsibilities:Managing the investments relationship of our clients and responsible for overall growth of Investment business.Provide investment advice & solutions to CustomersEducate and clarify the customer...

Role & responsibilitiesDirect ResponsibilitiesAcquiring new clients with benchmark assets.Increase the total assigned SIP book from allocated and new clients.Adding overall AUM by gathering assets from existing and new clients.Increasing the basket of clients having AUM.Contributing ResponsibilitiesAchieving the Business target assigned to branch in terms...

Company DescriptionCentrum India is a well-established financial services group with over two decades of experience. The company provides integrated solutions across various domains, including Investment Banking, Institutional Equities, and Wealth Management. Centrum India has also diversified into lending businesses such as SME, Affordable Housing, and...

Company DescriptionCAFS group is a conglomerate among India's top leading private sector headquartered in Chennai, India. The company was originally formed as an investment consulting firm by young masterminds to deliver the right mix of investments to individuals. CAFS is the flagship company of financial individuals with rich experience in investments,...

Job Title: Relationship ManagerLocation: ChennaiCompany: Shree Consultants – Wealth Management & Investment AdvisoryAbout the CompanyShree Consultants is a leading wealth management and financial product distribution firm in South India, established in 2004. We specialize in personalized financial planning, investment advisory, and digital-enabled client...