Relationship Manager (Panaji)

Relationship Manager (Panaji)

13 Nov
|
Abakkus Asset Manager
|
Panaji

13 Nov

Abakkus Asset Manager

Panaji

Company Description Abakkus Asset Manager Limited is an alpha-focused asset manager investing in Indian listed equities, founded in 2018 by Sunil Singhania. Inspired by the simplicity and precision of the ancient abacus, the firm aims to be one of India’s most respected and top-performing asset managers. Abakkus manages funds across Category I, II, and III Alternative Investment Fund platforms, Portfolio Management Services, and Registered Investment Advisor mandates. The firm oversees approximately ₹35,901 Crores in assets under management as of March 31, 2026. Abakkus Asset Manager Ltd. is registered with SEBI, and detailed registration information is available on the company’s disclosures page. Role Description The Relationship Manager is a full-time, on-site role based in Panaji, responsible for managing and nurturing relationships with individual and institutional investors. This role involves regular client meetings, responding to queries, and providing clear communication on portfolio performance, market outlook, and product features. The Relationship Manager will coordinate with internal investment, operations, and compliance teams to ensure timely reporting, smooth onboarding, and accurate documentation. Daily activities include tracking client interactions, preparing presentations and proposals, assisting with investor communications and events, and proactively identifying opportunities to deepen client engagement.



The role also includes maintaining adherence to regulatory requirements and internal policies while delivering a high standard of client service. Qualifications
• Candidates should possess strong client relationship management and interpersonal skills, with the ability to build trust and maintain long-term partnerships.
• Candidates should possess sound knowledge of financial markets, investment products (especially equities and AIF/PMS/RIA structures), and basic portfolio concepts.
• Candidates should possess excellent communication skills, including transparent written and verbal communication and the ability to explain complex information in a simple manner.
• Candidates should possess solid organizational and time-management skills, with attention to detail in documentation, reporting, and follow-up.
• Candidates should possess proficiency in standard office productivity tools and CRM or client management systems.
• Relevant academic background such as a Bachelor’s or Master’s degree in Finance, Business, Economics, or a related field; professional certifications (e.g., NISM, CFA, CFP) are an advantage.
• Prior experience in wealth management, asset management, banking, or investment advisory, preferably in client-facing roles, is highly beneficial.
• Candidates should possess a high level of integrity, respect for confidentiality, and commitment to regulatory and ethical standards.

📌 Relationship Manager (Panaji)
🏢 Abakkus Asset Manager
📍 Panaji

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