Perambur Chennai Tamil Nadu Investment banking Jobs – 153 Open Jobs Today

Business Relationship Executive
NJ MACSON —Chennai, Tamil Nadu
- ₹10,802.22 - ₹40,971.64 a month
- Full-time
- Microsoft Office
- Finance
- Master's degree
Quick apply
BU HR Manager
Saaki Argus & Averil Consulting —Chennai, Tamil Nadu
- Management
- Master's degree
- Human resources
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9d
Manager - Strategic Projects
Saaki Argus & Averil Consulting —Chennai, Tamil Nadu
- Management
- Master's degree
- Business development
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Testing-WAM-Off Campus
EY —Chennai, Tamil Nadu
- Oracle
- Computer Science
- Java
Lead UI Developer
WeInvest —Chennai, Tamil Nadu
- Full-time
- Computer science
- Engineering
- System design
Software Engineering Lead
RELX —Chennai, Tamil Nadu
- Full-time
- Management
- Java
- Master's degree
8d
Fullstack Developer
Saaki Argus & Averil Consulting —Chennai, Tamil Nadu
- Azure
- Java
- SQL
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General Manager - Finance
Fuso —Chennai, Tamil Nadu
- Microsoft Word
- Microsoft Excel
- Oracle
Senior Python Tester - Banking /Capital Markets
Luxoft —Chennai, Tamil Nadu
- English
- SQL
- Project management
Director - Affluent Relations
Standard Chartered —Chennai, Tamil Nadu
- Management
- Master's degree
- Analysis skills
- Health insurance
- Paid sick time
Sr. Assoc, Engineering Lead, WRB Tech
Standard Chartered —Chennai, Tamil Nadu
- Oracle
- DevOps
- Java
- Health insurance
- Paid sick time
1d
Software Engineering Lead
RX —Chennai, Tamil Nadu
- Full-time
- Management
- Java
- Master's degree
8d
Software Engineer / Senior Software Engineer
WeInvest —Chennai, Tamil Nadu
- Full-time
- Computer science
- System design
- Java
Engineering Manager (Core Development Team)
WeInvest —Chennai, Tamil Nadu
- Full-time
- Communication skills
- Banking
Customer Development Officer
SAKTHIFINANCE FINANCIAL SERVICES LIMITED —Chennai, Tamil Nadu
- ₹20,000 - ₹40,000 a month
- Full-time
- Sales
- Bachelor's degree
- In-person
Quick apply
Retail Sales / Equity Advisory - Cluster Manager
Saaki Argus & Averil Consulting —Chennai, Tamil Nadu
- Master's degree
- Bachelor's degree
- Business Administration
Quick apply
Senior KDB Developer
Luxoft —Chennai, Tamil Nadu
- Computer Science
- English
- Machine learning
Principal Software Engineer
RELX —Chennai, Tamil Nadu
- Full-time
- Computer Science
- Java
- Master's degree
- Health insurance
- Paid time off
Senior Sales Officer
Sarathi Germinate Nidhi limited —Chennai, Tamil Nadu
- ₹3,00,000 - ₹4,80,000 a year
- Full-time
- Sales
- Bachelor's degree
- Travel
Quick apply
AGM/ DGM - Treasury
Saaki Argus & Averil Consulting —Chennai, Tamil Nadu
- Master's degree
- Business Administration
- MBA
Quick apply

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Business Relationship Executive

NJ MACSON
Chennai, Tamil Nadu

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Job details

Permanent | Full-time
₹10,802.22 - ₹40,971.64 a month

Qualifications

Financial planning
Wealth management
Upselling
Microsoft Office
Finance
Master's degree
Sales
Business development
Analysis skills
Bachelor's degree
Computer networking
Relationship management
Business Administration
MBA
Chartered Financial Analyst
Communication skills
Banking
Negotiation

Full job description

Position: Relationship Executive – Investments
Experience: 2–6 Years (or as applicable)
Location: Chennai
Employment Type: Full-time

Job Summary

We are looking for a dynamic and customer-focused Relationship Manager – Investments to build and manage long-term client relationships while providing investment solutions aligned with clients' financial goals and risk profiles. The ideal candidate will have strong knowledge of investment products, excellent relationship management skills, and a proven ability to achieve business targets while maintaining high standards of compliance and customer service.

Key Responsibilities

Build, manage, and strengthen relationships with existing and prospective clients.
Understand clients' financial objectives, investment needs, and risk appetite to recommend suitable investment solutions.
Promote and distribute investment products such as mutual funds, bonds, fixed-income products, portfolio management services (PMS), alternative investment funds (AIFs), insurance, and other wealth management solutions, as per regulatory guidelines.
Conduct regular portfolio reviews and provide investment recommendations based on market trends and client objectives.
Achieve assigned revenue, assets under management (AUM), and business acquisition targets.
Identify opportunities for cross-selling and upselling financial products and services.
Stay updated on financial markets, economic developments, and investment products to provide informed guidance to clients.
Ensure complete documentation and adherence to regulatory, compliance, and internal policy requirements.
Coordinate with internal teams to ensure seamless onboarding, execution of transactions, and high-quality client service.
Maintain accurate records of client interactions, investment transactions, and business activities in CRM systems.
Address client queries promptly and provide exceptional post-sales support.

Qualifications

Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related field.
MBA (Finance) or relevant certifications such as NISM, AMFI, CFP, or CFA (preferred).
2–6 years of experience in investment advisory, wealth management, private banking, financial services, or relationship management.

Skills & Competencies

Strong understanding of investment products and financial markets.
Excellent client relationship management and networking skills.
Proven sales, negotiation, and business development capabilities.
Strong analytical and financial planning skills.
Excellent communication, presentation, and interpersonal skills.
Customer-centric approach with a high degree of professionalism and integrity.
Ability to work independently and consistently achieve business targets.
Proficiency in MS Office and CRM applications.

Preferred

Existing network of high-net-worth individuals (HNIs), affluent, or retail investment clients.
Experience in banking, NBFCs, wealth management firms, broking, or financial advisory organizations.
Knowledge of regulatory requirements related to investment products and client suitability.
Stay updated on financial markets, economic developments, and investment products to provide informed guidance to clients.
Ensure complete documentation and adherence to regulatory, compliance, and internal policy requirements.

Pay: ₹10,802.22 - ₹40,971.64 per month

Work Location: In person

Quick apply

Refine Your Search

investment banking jobs in perambur chennai tamil nadu

Business Relationship Executive

BU HR Manager

Manager - Strategic Projects

Testing-WAM-Off Campus

Lead UI Developer

Software Engineering Lead

Fullstack Developer

General Manager - Finance

Senior Python Tester - Banking /Capital Markets

Director - Affluent Relations

Sr. Assoc, Engineering Lead, WRB Tech

Software Engineering Lead

Software Engineer / Senior Software Engineer

Engineering Manager (Core Development Team)

Customer Development Officer

Retail Sales / Equity Advisory - Cluster Manager

Senior KDB Developer

Principal Software Engineer

Senior Sales Officer

AGM/ DGM - Treasury

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