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Enrich Money
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Relationship Manager

Relationship Manager

Enrich Money

0 years

0 Lacs

Coimbatore, Tamil Nadu, India

Posted:3 days ago| Platform:

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Skills Required

trading mobile strategies communication analyze management certifications finance compliance portfolio retention

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description Enrich Money is a prominent company in the Wealth-Tech sector, providing the ORCA investment and trading platform accessible through web and mobile devices. As a member of MCX, NSE, BSE, and CDSL, our goal is to offer a comprehensive platform covering multiple asset classes. We aim to simplify Multi-Asset investments through a user-friendly platform that helps clients achieve their financial goals. Role Description This is a full-time Relationship Manager role at Enrich Money based in Coimbatore. The Relationship Manager will be responsible for cultivating and maintaining client relationships, understanding client needs, providing financial advice, and executing investment strategies to help clients meet their financial objectives. Qualifications Excellent communication and interpersonal skills Strong understanding of financial markets and investment products Ability to analyze and assess client needs Experience in financial advisory and relationship management Professional certifications such as CFA or MBA in Finance are a plus Knowledge of regulatory requirements and compliance in the financial industry Proven track record in portfolio management and client retention Show more Show less

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Enrich Money

www.enrichmoney.com

Finance/Fintech

N/A

N/A Employees

10 Jobs

Key People

Nitin Gupta

Co-Founder & CEO
Amit Patil

Co-Founder & CTO

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