Investment Relationship Manager

Roles and ResponsibilitiesManage equity advisory services, including portfolio management, brokerage generation, and equity settlement.Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading.Prepare reports using Excel and PowerPoint to present findings and...

Acuity Knowledge Partners Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, data management, analytics, talent, and technology solutions to the financial services industry, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

Company Description:At Vaia, we are an AI tech-enabled investment and sustainability advisory firm with a mission to catalyse capital and expertise to help organizations achieve their investment and sustainability goals.We combine over two decades of experience in investing and sustainability with deep technology capabilities to deliver bespoke, executable...

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...

Job Title: Investment Manager / Business ManagerEducation: Minimum Bachelor’s DegreeExperience: Minimum 4-5 yearsJob Description:We are looking for a skilled and dynamic Investment Manager who can manage our investments, oversee business activities, and build strong connections with High Net-Worth Individuals (HNIs). The ideal candidate will be responsible...

Job Title: Investment Manager / Business ManagerEducation: Minimum Bachelor’s DegreeExperience: Minimum 4-5 yearsJob Description:We are looking for a skilled and dynamic Investment Manager who can manage our investments, oversee business activities, and build strong connections with High Net-Worth Individuals (HNIs). The ideal candidate will be responsible...

Job Description JOB PROFILE Position Relationship Manager Location Shimoga Reports to Area Manager Category Institutional Sales Reporting Area Manager Level Assistant Manager Our Purpose At Niva Bupa, our purpose is to give every Indian the confidence to access the best healthcare by empowering them with knowledge, guiding them with expertise, and providing...