3 IME Capital Jobs

ABOUT US IME :

Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of Indias top AMCs, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between central research teams & Relationship Managers/Investors. Our proprietary Research Management Solution (the IME RMS), gives Relationship Managers (RMs) & Investors direct access to our central research teams ratings & recommendations on an exhaustive universe of investment funds (detailed ratings done on the funds offered by 40+ MFs, 150+ PMS-AIFs & 100+ Global Investment Options). This tool transforms the ability of RMs to instantly address client queries across complex investment options, dramatically improves their productivity levels and acts as a strong value-add that RMs can offer their clients (helping RMs gain new clients & increase wallet share).

ROLE OVERVIEW :

- We are looking to add to our team a highly driven relationship manager, currently working in a financial organisation or wealth management firm.

- The ideal candidate should have a passion for delivering exceptional client experiences and a strong ability to navigate complex financial instruments to meet client objectives.

RELATIONSHIP MANAGER - PRIVATE BANKING/WEALTH MANAGEMENT WHAT WE OFFER State-of-the-Art Platform:

- You will have unrestricted access to IMEs RMS, a tool that enables RMs to gain a competitive edge, while enhancing and honing your own skills.

- Dynamic work culture: The opportunity to be part of a growth story that aims to redefine how the investments industry works, and to operate at a level of transparency and knowledge sharing, unmatched in the wealth management industry.

- Professional Development: Continuous learning facilitated through advanced training tools and expert investment advisors to keep you on top of the ever increasing investment universe.

CANDIDATE REQUIREMENTS:

- Experience: A minimum of 2-3 years of experience actively managing clients in wealth management / financial planning / investment advisory. Solid understanding of wealth instruments such as Mutual Funds, PMS, AIFs, and global investments.

- Experience in working with HNI or UHNI clients is a significant advantage. Analytical Skills: Strong ability to analyze client portfolios and market trends to make informed recommendations. Knowledge of complex financial instruments and the ability to craft customized investment strategies based on client needs.

- Communication: Good communication skills, both verbal and written and the ability to explain complex information clearly and in a simplified manner Strong People Skills: Ability to forge new relationships, maintain client trust and be systematic and timely with follow ups Team Worker: Willingness to work with different teams towards the common goal of the organisation

- Client-Focused: Dedicated to delivering superior value and service to clients. WHY JOIN IME CAPITAL? You will gain access to a unique wealth management platform and a partnership model that offers the flexibility and resources needed to thrive in todays dynamic financial landscape.