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...

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...

Key Responsibilities:Acquire new clients through direct sales and convert leads into long-term relationships.Pitch and sell Demat, Trading Accounts, Investment Plans, Mutual Funds, etc.Build and manage strong relationships with clients to ensure customer satisfaction and retention.Meet and exceed monthly/quarterly sales and revenue targets.Generate leads...

Employment Type: Full-timeLocation: VandalurReporting to: CEOCrescent Innovation & Incubation Council (CIIC) is a university-based incubator at BS Abdur Rahman Crescent Institute of Science & Technology. Supporting 130 startups in Life Sciences, Industry 4.0, and Smart & Clean Mobility, CIIC operates as a Section-8 not-for-profit company, functioning as a...

Role & responsibilitiesResponsible for Business Development and the Portfolio Management for the Investment Business for the assigned region.Drive and Implement Sales strategy for the Business to deliver Net Income in compliance with organization's goals.Responsible for managing growth and profitability of the channel.Responsible for building capabilities to...

Senior Manager-Investment Analyst / Portfolio ManagerEmployment Type: Full-timeLocation: VandalurReporting to: CEOCrescent Innovation & Incubation Council (CIIC) is a university-based incubator at BS Abdur Rahman Crescent Institute of Science & Technology. Supporting 130 startups in Life Sciences, Industry 4.0, and Smart & Clean Mobility, CIIC operates as a...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking1) The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with...

Manage and enhance relationships with Elite / High Net Worth (HNI) customers of the bank.Provide personalized banking solutions and advisory to meet customer needs.Drive sales of banking products such as CASA, FD, Insurance, Investment products. Required Candidate profileMaintain high levels of customer satisfaction and retention through proactive...