Relationship Manager

Job Description

Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO, Unlisted Shares, and Wealth Management services. Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions, ensuring alignment with their financial goals. Business Development: Identify potential clients, pitch investment opportunities, and grow the client base. Portfolio Management: Help clients structure and optimize their investment portfolios with a focus on risk management and long-term wealth creation. Investment Research: Stay updated on market trends, new Pre-IPO opportunities, and wealth management strategies. Client Communication: Maintain strong client relationships through regular communication, portfolio reviews, and personalized investment insights. Compliance & Governance: Ensure adherence to SEBI regulations and NISM certification requirements. Report & Presentation Preparation: Develop investment proposals, reports, and financial presentations for clients. Education: PG/MBA in Finance or related fields. • Certifications: NISM Series 10A & 10B (preferred). • Experience: Demonstrated track record in Wealth Management, Pre-IPO investments, or financial advisory. • Technical Skills: Proficiency in MS Word, Excel, and PowerPoint. • Soft Skills: Strong communication, negotiation, and analytical abilities. • Industry Knowledge: Deep understanding of financial markets, investment strategies, and regulatory frameworks. Employment: Full time, Permanent Gender Preferred: No preference Notice Period: Max 1 month Job Types: Full-time, Internship Pay: ₹800,000.00 - ₹1,000,000.00 per year Schedule: Day shift Language: English (Preferred) Work Location: In person Speak with the employer +91 09594714378