Job Responsibilities:

1. Assist in onboarding clients interested in Unlisted Shares and Pre-IPO investments.

2. Maintain relationships with HNIs, retail investors, and institutions for potential deals.

3. Address client queries regarding share valuations, transaction processes, and investment related queries.

4. Support in executing buy and sell transactions for unlisted shares or Pre-IPO Deals.

5. Execution of marketing campaigns for Unlisted Shares via LinkedIn and WhatsApp.

6. Build and maintain client relationships through regular follow-ups, calls, and meetings.

7. Reach out to potential clients over calls to introduce them to unlisted shares and mutual fund opportunities.

Requirements:

· Bachelor’s degree in any filed; preferred finance, Business, Marketing, or a related field.

· Require 2-5 years of experience in financial services, investment advisory and relationship management.

· Basic understanding of Trading, equity and investor behaviour.

· Excellent communication skills and confidence in handling client calls.

Proficiency in MS Excel and MS Word.

Pay: ₹35,000.00 - ₹65,000.00 per month

Advantages:

- Provident Fund

Work Location: In person

📌 Relationship Manager - HNI Clients Handling (India)
🏢 InvestKraft
📍 India