Investment Relationship Manager

We’re Hiring: Investment Relationship Manager Experience: 1+ Year Qualification: Graduation (NISM 5 preferred) About the Role As an Investment Relationship Manager , you’ll be responsible for helping clients achieve their financial goals by offering expert investment advice and promoting a range of financial products. You’ll play a key role in expanding client relationships and driving portfolio growth. Key Responsibilities Acquire new clients through prospecting, referrals, and networking Promote and manage financial products — Equity, Mutual Funds, SIPs, Insurance, PMS, Bonds , etc. Build and maintain strong, long-term client relationships Provide personalized investment advice and market insights Cross-sell products to enhance client value Ensure smooth client onboarding and documentation Drive growth in Assets Under Management (AUM) What We’re Looking For Minimum 1 year of experience in financial services or sales Excellent communication and client relationship skills (English & Tamil) Strong knowledge of financial markets and investment products NISM 5 certification preferred Why 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 Tag your friends or share this post!