Relationship Manager - Wealth

We are looking to hire a Relationship Manager to build and preserve trusting relationship with investors promoting our ETF offerings. Generage new business and service the existing clients. The selected candidate will be based in Delhi. Candidate needs to be an excellent communicator, a team player and able to build relationship with investors.

Key Responsibilities:

•      Offer expert guidance on Index funds and ETFs.
•      Assist HNIs/Clients/Family Offices with differing ETFs and passive strategies through direct channel as well through stock brokers/distributors and RIAs
•      Monitor market trends and provide clients with timely updates on their investments.
•      Collaborate with internal teams to deliver comprehensive solutions tailored to client needs.

Skills:

•      In-depth knowledge of capital markets and investment strategies.
•      Proficiency in financial analysis and portfolio management.
•      Strong customer service orientation.
•      Ability to manage multiple clients and prioritize tasks effectively.
•      Familiarity with regulatory requirements in the financial services industry.

Qualifications:

•      5 to 10 years of experience in capital markets, stock broking, or related fields.
•      Deep understanding of mutual funds, ETFs, passive investing, and index products.
•      Proven track record of building and maintaining client relationships.
•      Strong analytical skills and the ability to interpret market data.
•      Excellent communication and interpersonal skills.
•      Ability to work independently and as part of a team.