Relationship Manager

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