Investment Relationship Manager

Company DescriptionFounded in 1995, Mirae Asset Sharekhan was one of the first brokers to introduce online trading in India. With a client base of over 31 lakhs, 120+ branches, and 4400+ business partners, the company offers a full-service model that includes research, experienced relationship managers, a wide branch network, and education. Mirae Asset...

Position Assistant Manager - Sales Wealth Advisory Location Bangalore Other locations in KarnatakaReporting To Manager - Sales Business HeadAbout RupeeRakshakRupeeRakshak is a SEBI-registered investment advisory platform offering curated baskets of stocks mutual funds bonds AIFs and personalized advisory services for HNI NRI investors Visit www...

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...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.Identify...

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...

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...

Role & responsibilities Exclusively cross selling to the HNI customers of the banking partner. To derive Insurance Business from assigned Relationship/Channel in the area or zone, to convince the relationship so they can convince their customer to invest in company. To ensure all the pre and post sales support and services to the relationship as well as to...

Role & responsibilitiesExclusively cross selling to the HNI customers of the banking partner.To derive Insurance Business from assigned Relationship/Channel in the area or zone, to convince the relationship so they can convince their customer to invest in company. To ensure all the pre and post sales support and services to the relationship as well as to the...