Investment Relationship Manager

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 Tag your friends or share this post! .