Investment Relationship Manager

7 days ago


Chennai, Tamil Nadu, India Sharekhan Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Role & responsibilities

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.

Contributing Responsibilities

  • Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship.
  • Ensuring the highest level of service to the clients.

Preferred candidate profile:

  • MBA Graduates/freshers encouraged to apply
  • Build Customer Relationship
  • NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number


  • Chennai, Tamil Nadu, India Trinity SkillWorks Private Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    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...

  • Relationship Manager

    2 weeks ago


    Chennai, Tamil Nadu, India Manifest Wealth Solutions Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    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...


  • Chennai, Tamil Nadu, India DUVEE TECHNOLOGIES PVT LTD Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Job Summary:The Relationship Manager & Stock Analyst will be responsible for managing client relationships, understanding their financial goals, and providing investment advice based on thorough stock market analysis. This role requires a blend of strong interpersonal skills and analytical expertise to ensure clients receive personalized financial solutions...

  • Relationship Manager

    2 weeks ago


    Chennai, Tamil Nadu, India Capricorne Mindframe Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Job Title: Relationship ManagerExperience: 6 – 8 YearsLocation: Chennai & BengaluruNotice Period: Immediate – 30 daysWe are hiring a Relationship Manager to join our teamWhat You'll DoBuild and nurture strong client relationships to drive growth and retentionDrive business growth by acquiring new clients and expand the client basePromote and cross-sell...


  • Chennai, Tamil Nadu, India Profex Tech Full time ₹ 4,80,000 - ₹ 9,60,000 per year

    Key Responsibilities:Acquire new clients through direct sales and convert leads into long-term relationships.Pitch and sell Demat, Trading Accounts, Investment Plans, Mutual Funds, etc.Build and manage strong relationships with clients to ensure customer satisfaction and retention.Meet and exceed monthly/quarterly sales and revenue targets.Generate leads...


  • Chennai, Tamil Nadu, India Crescent Innovation and Incubation Council (CIIC) Full time ₹ 1,00,00,000 - ₹ 3,00,00,000 per year

    Employment Type: Full-timeLocation: VandalurReporting to: CEOCrescent Innovation & Incubation Council (CIIC) is a university-based incubator at BS Abdur Rahman Crescent Institute of Science & Technology. Supporting 130 startups in Life Sciences, Industry 4.0, and Smart & Clean Mobility, CIIC operates as a Section-8 not-for-profit company, functioning as a...

  • Investment Manager

    1 week ago


    Chennai, Tamil Nadu, India Icl Fincorp Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesResponsible for Business Development and the Portfolio Management for the Investment Business for the assigned region.Drive and Implement Sales strategy for the Business to deliver Net Income in compliance with organization's goals.Responsible for managing growth and profitability of the channel.Responsible for building capabilities to...

  • Investment Analyst

    2 weeks ago


    Chennai, Tamil Nadu, India Crescent Innovation and Incubation Council (CIIC) Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Senior Manager-Investment Analyst / Portfolio ManagerEmployment Type: Full-timeLocation: VandalurReporting to: CEOCrescent Innovation & Incubation Council (CIIC) is a university-based incubator at BS Abdur Rahman Crescent Institute of Science & Technology. Supporting 130 startups in Life Sciences, Industry 4.0, and Smart & Clean Mobility, CIIC operates as a...


  • Chennai, Tamil Nadu, India QuickTurtle Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking1) The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with...


  • Chennai, Tamil Nadu, India BANKZONE STAFFING SOLUTIONS Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Manage and enhance relationships with Elite / High Net Worth (HNI) customers of the bank.Provide personalized banking solutions and advisory to meet customer needs.Drive sales of banking products such as CASA, FD, Insurance, Investment products. Required Candidate profileMaintain high levels of customer satisfaction and retention through proactive...