Investment Relationship Manager

Are you looking for a dynamic and rewarding career in the world of finance? Join stockaxis, where we empower you to unlock your potential and become a Wealth Relationship Manager - the ultimate face of our businessWhy Join Us?At Stockaxis, we are on a mission to help investors secure their financial future with the right investment solutions. We strive to be...

Job Title: Affluent Relationship Manager Customer Engagement ChannelLocation: MumbaiIndustry: Banking / Financial Services / Investment AdvisoryExperience Required: 5 10 yearsEmployment Type: Full TimeEducation: Graduate/Postgraduate (NISM certification preferred)Job Description:We are looking for a highly motivated Affluent Relationship Manager to join our...

Job Title: Team Leader - Affluent Relationship Manager Customer Engagement ChannelLocation: MumbaiIndustry: Banking / Financial Services / Investment AdvisoryExperience Required: yearsEmployment Type: Full TimeEducation: Graduate/Postgraduate (NISM certification preferred)Job Description:We are looking for a highly motivated Affluent Relationship Manager to...

Company Description is a Global Marketplace for Investors, Fund Seekers, Investment Bankers, and Influencers specializing in Debt Finance, Equity funding, and Mergers & Acquisitions. Our platform connects various financial stakeholders worldwide, facilitating optimal investment opportunities and financial solutions. We aim to create an integrated financial...

Key ResponsibilitiesClient Relationship Management:Build, nurture, and strengthen relationships with existing and prospective clients.Act as the primary point of contact for client inquiries, ensuring prompt and effective resolution of issues.Investment Recommendations:Assess clients' financial goals and risk appetite to provide tailored investment...

We are looking for Investment Associates to join our team in a full-time role. The duties and responsibilities of the role include (but are not limited to): - Financial modeling, valuation along with qualitative analysis Analyzing economic, industry, and company trends - Generating investment ideas and designing investment strategies - Analyzing global...

JOB DESCRIPTION:Position Title: Investment ManagerLocation: Pan IndiaNuvama 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...

Job Description - Wealth Relationship Manager Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest financial products to the clients and achieve business target. - Responsible for product...

Job DescriptionTitle – Relationship Manager – Mutual Fund Investment ServicesQualification Required– Graduates & NISM VA or CFPJob Responsibilities:· Existing Customers – Relationships Mapped· Responsible for managing relationships with clients & providing investment advisory services· Monitoring and managing client portfolios, developing and...

Responsibilities:* Develop & maintain strong relationships with clients* Manage HNIs' portfolios across all asset classes* Collaborate with investment team on strategic planning & execute the transactionClient investment reveal & new investments