
Investment Relationship Manager
19 hours ago
Job Title : Investment Relationship Manager
Position 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 new clients.
Increasing the basket of clients having AUM.
Technical & Behavioural Competencies:
Good communication and interpersonal skills
Self motivated & Go getter
Build Customer Relationship
SpecificQualifications(ifrequired)
Graduate / Post graduate in any stream with knowledge of capital markets.
NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN
Number
Education:Grad/P.G
Exp: 0.6months to 5yrs
Sat & sunday holiday.
Will have public holidays.
Interested candidates whatsapp cvs to Harika / call me.
-
Senior Investment Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000About the RoleOur team is responsible for managing client relationships, executing trades, and driving revenue through innovative ideas, market insights, and timely execution.Client relationship management to deliver exceptional service and drive business growth.Understanding clients' investment needs and providing tailored solutions to meet their...
-
Investment Relationship Manager
1 week ago
Bengaluru, Chennai, Tiruchirapalli, India Avani Consulting Full time ₹ 1,04,000 - ₹ 1,30,878 per yearJob 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...
-
Investment Relationship Specialist
2 weeks ago
Chennai, Tamil Nadu, India beBeeInvestment Full timeWe are looking for a seasoned Investment Relationship Specialist with expertise in Mutual Funds to drive our growth strategy.About the Role:Client Engagement:To develop and maintain strong, productive relationships with clients, comprehend their financial objectives, and provide tailored investment solutions that meet their needs.To conduct thorough needs...
-
Bengaluru, Karnataka, India ViSure Investment Affairs Full timeJob Title: Manager - Capital Markets & Investment Banking AdvisoryCompany: Visure Investment Affairs Pvt. Ltd.Location: Belapur, Navi MumbaiEmployment Type: On site, Full-time (Monday to Saturday)Experience: 5-6 YearsAbout the Role:We are seeking an experienced Capital Markets professional with 5–6 years of expertise in equity fundraising and investment...
-
Relationship Manager Wealth
1 week ago
Bengaluru, Chennai, Hyderabad, India Krishna Placement Services Full time ₹ 15,00,000 - ₹ 28,00,000 per yearRelationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio managementface of the Bank to the UHNI customers of the BankGenerate new business, defined sales targets Required Candidate profileFocusing on the analysis and satisfaction of HNI Customers financial, banking,...
-
Manager - Investment Sales
4 days ago
Bengaluru, India Novel Office Full timeJob Description Job description Job Overview: We are seeking a dynamic and results-driven individual to join our team as a Real Estate - Investment Sales Associate. The successful candidate will play a critical role in supporting the Real Estate sales and investment strategies within the Real Estate capital markets division. This role requires strong...
-
Venture Capital Investment Analyst
2 weeks ago
Bengaluru, Karnataka, India Samarthya Investment Advisors Full timeFull-Time Opportunity: Venture Capital Investment Analyst at Samarthya Location: Nariman Point, Mumbai / Bangalore / ChennaiCommitment: Full-time Requirements: NISM Series XIX-D exam (For Cat I and II AIF )About Us Samarthya (https://www.samarthya.co.in/) is an early-stage venture capital firm focused on investing in high-potential startups in deeptech,...
-
Venture Capital Investment Analyst
1 week ago
Bengaluru, Karnataka, India Samarthya Investment Advisors Full timeFull-Time Opportunity: Venture Capital Investment Analyst at Samarthya Location: Nariman Point, Mumbai / Bangalore / Chennai Commitment: Full-time Requirements: NISM Series XIX-D exam (For Cat I and II AIF ) About Us Samarthya ( is an early-stage venture capital firm focused on investing in high-potential startups in deeptech, defencetech, AI and...
-
Relationship Manager
2 weeks ago
Hyderabad, Telangana, India Nuvama Wealth Full timeCompany DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...
-
Relationship Manager
4 days ago
Bengaluru, India Bajaj Finserv Asset Management Ltd Full timeCompany Description Bajaj Finserv Asset Management Limited, a wholly-owned subsidiary of Bajaj Finserv Limited, offers a range of investment solutions designed to grow your wealth over the long term. Backed by the trust of millions of happy customers and a highly experienced management team, we aim to address the evolving investment needs by delivering...