Relationship Manager-Pms & AifHireginie • Republic Of India, IN
Relationship Manager-Pms & Aif
Hireginie • Republic Of India, IN
1 day ago
Job descriptionEducation : Graduate; Certifications : NISM VA (Mutual Fund), NISM XA / XB or XI-A (Investment Advisor) XXI-A Strong product knowledge : MF, PMS, AIF, Structured Products, Bonds, REITs / InvITs. Proficiency in financial planning tools and portfolio analysis. Excellent communication, client engagement, and sales ability. Proven track record of managing HNI portfolios and achieving AUM targets. #MutualFunds #MFAdvisory #WealthManagement #InvestmentAdvisory #SIPInvestment #EquityMutualFunds #DebtFunds #FinancialPlanning #PMS #PortfolioManagement #AlternativeInvestments #HNIClients #WealthCreation #DiscretionaryPortfolio #EquityPortfolio #WealthAdvisory #AIF #AlternativeInvestments #CategoryIIIFunds #PrivateEquity #VentureCapital #HNIInvesting #UHNIClients #StructuredProducts #AlternativeAssets #StructuredProducts #FixedIncomeProducts #MarketLinkedDebentures #MLDs #DebtInvestments #CapitalProtection #YieldInstruments #REITs
About the Company
A leading fintech wealth platform serving new-age investors with tech-driven investment solutions.
About the Role
CFP & Sr. Relationship Manager / Investment Advisor
Responsibilities
- Manage and grow relationships with HNI / affluent clients.
- Advise clients on Mutual Funds, PMS, AIF, Bonds, Structured Products and goal-based planning.
- Conduct financial assessments, risk profiling, and portfolio suitability checks.
- Build customized investment portfolios aligned to client needs and compliance norms.
- Drive AUM growth through acquisition of new clients and deepening existing relationships.
- Monitor portfolios, track performance, and rebalance as required.
- Ensure full compliance with SEBI investment advisory guidelines.
Qualifications
CFP / CFA / CA preferred
Required Skills
Preferred Skills
Experience : 5–10 years (Wealth Management / Investment Advisory)
Equal Opportunity Statement
Connect on LinkedIn for more details.
Create a job alert for this search
Relationship • Republic Of India, IN
Related jobs
Relationship Manager
Anand Rathi Global Finance Limited • Republic Of India, IN
Primary Job Responsibilities : .Sourcing to loan disbursement of LAP Files.Should have market connect of 25+ DSA channels.
Good understanding of various programs like Vanilla income, Low LTV, Banking...Show more
Last updated: 14 days ago • Promoted
Relationship Manager (Large & Mid Market)
Piramal Finance • Chennai, Republic Of India, IN
Opportunity Open at multiple locations-.Chennai, Bangalore, Mumbai, Delhi.Years of experience in wholesale, managing mid sized corporates.
Experience in deal origination.Primary focus is on sourcing...Show more
Last updated: 9 hours ago • Promoted • New!
Relationship Manager
Peoplemint Consultants • Republic Of India, IN
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding.Yo...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
TP • Republic Of India, IN
This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders.
In line with this initiative, we are looking to ...Show more
Last updated: 30+ days ago • Promoted
Manager - CRM
Emeritus • India, India
Emeritus is committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments around the world.It does this by col...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • Chennai, Republic Of India, IN
It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence.
He / she should have maximum number of own clients relationship a...Show more
Last updated: 25 days ago • Promoted
Relationship Manager
AideWiser SolTek • Republic Of India, IN
Designation : Relationship Manager – Customer Engagement.Reporting to : Channel Manager – Customer Engagement.Location- Dehradun ,Gorakhpur, Moradabad, Bareilly.
To up sell Prudential MF products to R...Show more
Last updated: 28 days ago • Promoted
Relationship Manager
Nuvama Wealth • Republic Of India, IN
Relationship Manager- B2B Business.We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant / inactive partners mapped under our B2B channel.The ideal...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager- Mib
YES BANK • Republic Of India, IN
The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through the.CRM and Knowledge Banking approach.
The role holder is also responsible for building Ass...Show more
Last updated: 10 days ago • Promoted
Relationship Manager
AAA Global • Republic Of India, IN
Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show more
Last updated: 23 days ago • Promoted
Relationship Manager
PlusWealth Capital Management LLP • Republic Of India, IN
Job Description for Relationship Manager.Job Location – Max Tower, Noida.PlusWealth Capital Management LLP is a proprietary high-frequency trading firm, active in multiple markets including equitie...Show more
Last updated: 3 days ago • Promoted
Relationship Manager
The Wedding Company • Republic Of India, IN
We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services.
As RM, you will be responsible for cultivating rel...Show more
Last updated: 19 days ago • Promoted
Client Relationship Manager
Beyond Border • Republic Of India, IN
This is an account executive role with end to end ownership from prospecting to closing.This role is ideal for experienced candidates with at least 3 years of track recording in surpassing quota re...Show more
Last updated: 13 hours ago • Promoted • New!
Senior Relationship Manager
Piramal Finance • Republic Of India, IN
Build and maintain strong relationships across the real estate developer community in Mumbai and the MMR region.Manage large-scale real estate transactions valued at ₹100 Cr+ with end-to-end owners...Show more
Last updated: 30+ days ago • Promoted
SME Relationship Manager
Antal International • Republic Of India, IN
Role - SME / Mid-Market – Relationship Manager.Locations – Mumbai, Delhi / NCR, Bangalore, Gujarat, Kolkata, Hyderabad.Our client is engaged in funding short term, medium term and long-term working...Show more
Last updated: 1 day ago • Promoted
Relationship Manager
PurpleFinch • India
PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations.
We specialize in providing tailored financial solutions, includ...Show more
Last updated: 10 hours ago • Promoted • New!
Relationship Manager - BFSI
TERRAGIG LLP • , India
Description : Key Responsibilities - Deliver monthly business targets for insurance premiums and customer retention.Drive direct sales acquisition...Show more
Last updated: 9 days ago • Promoted
Relationship Manager
Motilal Oswal Financial Services Ltd • Republic Of India, IN
The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
Maintaining client relationships and generate AUM from...Show more
Last updated: 19 days ago • Promoted