Job Title: Relationship Manager Investment
Job Description: We are seeking a highly motivated and skilled Relationship Manager Investment with an MBA {Marketing and finance} qualification to join our organization. As a Relationship Manager Investment analyses your current finances, understands your investment goals, and guides you to invest in the best mutual fund to build a portfolio suited to your requirements and financial goals to our clients. This position offers an exciting opportunity to contribute to the growth and success of our organization.
Key Responsibilities:
- Designing and originating new business proposals that are appropriate to the needs of our clients.
- Ascertaining the Investor’s goals
- Calculating the investor’s risk appetite.
- Devising a suitable Investment strategy.
- Monitoring the investors’ portfolio
- Understanding how our products and services compare with competitors and using this knowledge to maximize opportunities when undertaking personal reviews.
- Building and maintaining relationships with stakeholders and leading commercial negotiations and agreements of contractual terms with new intermediaries.
- Working closely with other product teams to deliver a comprehensive, integrated, and high-quality banking relationship for our clients.
The skills you’ll need
We’re looking for someone with knowledge of credit delivery and good experience working in the financial services industry. You’ll have an excellent appreciation of legal forms of lending and security and a broad understanding of corporate finance and capital models.
Additionally, we’ll also be looking for you to have excellent communication skills, with the ability to operate and influence effectively at a senior level, both internally and externally with customers and intermediary organizations.
Qualification – MBA {Finance or Marketing }
