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
