Company Description AvniPie – The Business Financial Guru specializes in simplifying finance for entrepreneurs and individuals through comprehensive planning and advisory services. The company supports clients with personalized financial consultation, including budgeting, investment planning, and clear financial roadmaps. AvniPie also provides tax and compliance services, wealth management solutions, and training programs to build financial awareness and business finance skills.

Clients benefit from continuous advice, claim assistance, and proactive support tailored to their goals and risk profile. The organization is driven by expert guidance, customized strategies, and a strong commitment to trust, transparency, and confidentiality.

Role Description The Private Investment Relationship Manager is a full-time, on-site role based in South West Delhi. This position is responsible for building and managing relationships with individual and business clients seeking investment and wealth management solutions. Day-to-day tasks include understanding client financial goals, assessing risk profiles, recommending suitable investment strategies, and monitoring portfolio performance.

The role involves providing ongoing advisory support, coordinating with tax and compliance teams, preparing clear financial reports, and ensuring a high standard of client communication and service.

The Private Investment Relationship





Manager will also contribute to client education initiatives and support business development by identifying new relationship and referral opportunities.

Qualifications

- Candidates should possess strong skills in client relationship management, communication, and negotiation, with the ability to build trust and long-term partnerships.
- Candidates should possess sound knowledge of investment products, wealth management, and financial planning, including asset allocation, risk assessment, and portfolio review.
- Candidates should possess analytical and research skills, with the ability to interpret financial data, market trends, and regulatory updates for client recommendations.
- Candidates should possess organizational and time-management skills, including the ability to handle multiple client accounts, maintain accurate records, and meet deadlines.
- Candidates should possess proficiency in using office productivity tools and basic financial software or CRM systems to manage client information and reporting.
- Bachelor’s degree in Finance, Commerce, Economics, Business, or a related field; professional certifications (such as CFP, CFA level exams, or equivalent) are an advantage.
- Relevant experience in private banking, wealth management, investment advisory, or financial consulting is preferred.
- Ability to work in office in South West Delhi and adhere to ethical, client-centric, and confidentiality standards.

📌 Private Investment Relationship Manager (India)
🏢 Avnipie - The Business Financial Guru
📍 India