Job description:
JD for Relationship Manager (Investment/ Wealth)
Qualification
Graduate / MBA in Finance or related field preferred.
Experience
3–5 years preferred in wealth management, investment advisory, or handling Retail & HNI investors.
About the Role
"We are a startup Investment LLP looking for a dynamic professional who can contribute to both business development and investment management.
The primary responsibility will be to generate and onboard investors through networking, referrals, market outreach, and lead generation activities. The candidate should be capable of building strong relationships with Retail and HNI investors and converting prospects into long-term clients.
In addition, the candidate should have a good understanding of portfolio management, investment products, market research, and investment strategies. We are looking for someone who can provide valuable inputs for developing new investment products and identifying growth opportunities for the business.
Since we are a startup, this role requires a proactive and entrepreneurial mindset, with the ability to take ownership and contribute to the company's growth."
Key Expectations
- Generate and onboard Retail & HNI investors.
- Develop business through lead generation and relationship building.
- Manage investor queries and maintain client relationships.
- Monitor and review portfolio performance.
- Conduct market and investment research.
- Suggest and help develop new investment products.
- Contribute to AUM (Assets Under Management) growth.
Pay: ₹50,000.00 - ₹60,000.00 per month
Work Location: In person
