Relationship Manager

Company Description

Ensure Capital offers UHNI & HNI clients a comprehensive investment product suite supported by in-depth research, advanced technology, and a dedicated, experienced team. Our services include personalized investment solutions across equity, fixed income, and alternatives, as well as financing and investment banking solutions. We emphasize diversified asset allocation to optimize risk and return, ensuring all financial needs are met. Ensure Capital collaborates with leading wealth house IIFL Securities PCG Desk for backend operations and tech support.

Role Description

This is a full-time on-site role for a Relationship Manager located in Indore. The Relationship Manager will be responsible for managing UHNI & HNI client relationships, providing personalized investment advice, conducting portfolio analysis, and monitoring financial portfolios. Additional responsibilities include delivering tailored financial solutions, staying updated with market trends, and ensuring seamless communication between clients and the investment team.

Qualifications

• Strong knowledge of investment products, equity, fixed income, and alternatives
• Proficiency in portfolio analysis and financial monitoring
• Excellent relationship management and client communication skills
• Experience with financial planning and risk-return assessment
• Bachelor's degree in Finance, Business, or a related field
• Ability to work on-site in Indore
• Prior experience in wealth management or investment advisory is a plus
• Familiarity with financial technologies and market analysis tools