01Overview
Were Hiring: Investment Relationship Manager
Experience: 1+ Year
Qualification: Graduation (NISM 5 preferred)
About the Role
As an Investment Relationship Manager, youll be responsible for helping clients achieve their financial goals by offering expert investment advice and promoting a range of financial products. Youll play a key role in expanding client relationships and driving portfolio growth.
Key Responsibilities
Acquire new clients through prospecting, referrals, and networkingPromote and manage financial products Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds, etc.Build and maintain strong, long-term client relationshipsProvide personalized investment advice and market insightsCross-sell products to enhance client valueEnsure smooth client onboarding and documentationDrive growth in Assets Under Management (AUM)
What Were Looking For
Minimum 1 year of experience in financial services or salesExcellent communication and client relationship skills (English & Tamil)Strong knowledge of financial markets and investment productsNISM 5 certification preferredWhy Join Us
100+ Openings for Immediate Hiring
Attractive Incentives & Fast-Track Career Growth
Work with a Leading Financial Services Brand
Exposure to Multi-Asset Products and continuous learning
Apply Now | HR Connect:
Saranya D | saranya.d@skillactz.com | 7708713030
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