JD for Relationship Manager (Investment/ Wealth)
We are looking for a dynamic and result-oriented professional for our startup Investment LLP who can manage investor relationships, onboard new investors, and support investment product development.
Key Responsibilities
- Generate and onboard Retail and HNI investors through market networking and relationship building
- Meet clients/investors and explain investment opportunities professionally
- Manage, monitor, and track investor portfolio performance
- Provide portfolio review and investment-related support to Retail and HNI clients
- Suggest ideas and strategies for new investment products and business growth
- Conduct market research and identify investment trends
- Maintain investor records, follow-ups, and coordination for onboarding/KYC
- Support AUM growth and long-term investor relationship management
Required Skills
- Knowledge of Portfolio Management, Tracking & Monitoring
- Strong communication and investor relationship skills
- Experience in Retail & HNI client handling
- Lead generation and investor acquisition capability
- Understanding of investment products and market trends
- Basic knowledge of KYC and compliance processes
- Self-driven and comfortable working in a startup environment
Preferred Background
Experience in:
- Wealth Management
- Investment Advisory
- Financial Services
- Mutual Funds / PMS / Investment Products
- Relationship Management or Investor Acquisition
- Wealth/Investment-linked insurance advisor
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 - ₹70,000.00 per month
Work Location: In person
