Roles and Responsibilities

- Manage relationships with existing clients to identify their financial goals and provide tailored alternative investment solutions.

- Identify new business opportunities through networking, referrals, and market research to expand the client base.

- Develop sales strategies to acquire High Net Worth Individuals (HNIs) for wealth management services.

- Collaborate with internal teams such as Asset Management, Investment Advisory, Retail Sales, and Wealth Management to deliver exceptional customer service.

- Analyze market trends and economic indicators to make informed decisions on investment portfolio management.

Desired Candidate Profile

- 1-5 years of experience in Investor Relationships or related fields like Sales, Sales Operations, Relationship Management, Wealth Management, Asset Management, Investment Advisory.

- Ability to work independently as well as part of a team towards achieving common goals.

- Excellent communication skills with ability to build robust relationships with clients.

- Strong understanding of HNI & Retail Acquisition and Sales principles.

📌 Investor Relationship Manager (New Delhi)
🏢 Kyte Money
📍 New Delhi