Investment Relationship Manager

Job Description What will you do As an Investment Relationship Manager, you'll be instrumental in growing our investment portfolio by acquiring new clients and deepening relationships with existing ones. Your primary focus will be on increasing our assets under management (AUM) and systematic investment plan (SIP) book through direct client engagement and...

We're Hiring: Investment Relationship ManagerLocations:AcrossTamil Nadu(Chennai | Coimbatore | Madurai | Trichy | Salem | Erode | Tirunelveli | Vellore | Thanjavur | Tuticorin | Dindigul | Nagercoil)Experience:1+ YearQualification:Graduation (NISM 5 preferred)About the RoleAs anInvestment Relationship Manager, you'll be responsible for helping clients...

Job Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...

Job Title : Investment Relationship ManagerPosition purpose:To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book.Direct Responsibilities:Acquiring 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...

Key Roles & Responsibilities:Relationship Management :Managing the banking and investments relationship of Wealth / HNI / affluent clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand affluent customer relationships by providing service level which exceeds client expectations of most...

Relationship Manager- Business Development (IB) About UsThe client is a fast-growing investment bank with a decade of strong performance, deep sector knowledge, and strong client relationships. We offer a flat structure, larger responsibilities, and a culture of ownership, speed, and goal orientation.Role OverviewWe are seeking a Business Development...

Job Description - Relationship Managers Acquisition - Equity Broking & Investment Products - The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. - Building and maintaining relationships with...

1. Acquiring HNI clients (Affluent & Super Affluent)2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.3. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.4. CRM5. Partner...

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...

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...