Investment Relationship Manager

Job Description

We are looking for a driven and client-focused Investment Relationship Manager to join our growing team. The role involves assisting clients with their investment and financial planning needs, maintaining strong relationships, and working closely with senior partners to deliver high-quality advisory services.This is an excellent opportunity for fresh graduates or early-career finance professionals to gain hands-on exposure in wealth management, client handling, and investment advisory.

Key Responsibilities

Support senior partners in managing and servicing client portfolios.

Understand client goals, risk appetite, and suggest appropriate investment solutions.

Conduct portfolio reviews, track performance, and prepare client reports.

Assist in KYC, SIP, and account opening processes.

Coordinate with fund houses, RTA, and platforms for operational requirements.

Maintain CRM and ensure regular client communication and follow-up.

Attend client meetings (primarily in Mumbai region) with senior advisors.

Keep updated on market trends, new fund launches, and product developments.