16 Sep
|
Stockify Fintech
|
Mumbai
16 Sep
Stockify Fintech
Mumbai
- Advise clients on unlisted shares, pre-IPO deals, and private market opportunities.
- Manage an grow a portfolio of HNI and retail investors.
- Conduct research on private companies, valuations, deals and market trends.
- Understand client risk profiles and recommend suitable investment opportunities.
- Handle end-to-end processes : onboarding clients, documentation, payments, and share transfers.
- Maintain solid relationships through regular portfolio reviews and follow-ups.
- Collaborate with internal teams to ensure smooth transaction excuetion.
- Acquire new clients through networking, reference, and outreach.
Pay: ₹500,000.00 - ₹550,000.00 per year
Benefits
- Flexible schedule
- Health insurance
- Paid sick time
Work Location: In person
📌 Relationship Manager - Wealth Management (Mumbai)
🏢 Stockify Fintech
📍 Mumbai