14 Nov
|
Kyte Money
|
Delhi
About Kyte Money
Kyte Money is an alternative investment platform focused on fixed-income opportunities. We connect investors with curated investment solutions through a relationship-led approach, transparent communication, and ongoing investor support.
Role Overview
We are seeking an Investor Relationship Manager to build lasting investor relationships, support portfolio growth, and deliver a high-quality wealth management experience.
Key Responsibilities
- Manage and strengthen relationships with existing and prospective investors, ensuring a high-quality wealth management experience.
- Understand investors’ financial objectives, investment preferences, and risk appetite to identify suitable fixed-income and alternative investment opportunities.
- Act as the primary point of contact for investors, providing personalised assistance throughout their investment journey.
- Drive portfolio growth through regular investor engagement, reinvestments, and relationship-led business development.
- Conduct periodic portfolio discussions, communicate investment updates, and address investor queries.
- Identify opportunities for portfolio expansion, cross-selling, and referrals within the existing investor network.
- Coordinate with internal teams to ensure seamless investor onboarding, investment execution, redemptions, and ongoing servicing.
- Build long-term investor trust through proactive communication, professional relationship management, and timely resolution of concerns.
Requirements
- 3–6 years of experience in Investor Relations, Relationship Management, Wealth Management, Private Banking, or Financial Services.
- Robust communication, interpersonal, and client relationship management skills.
- Experience in BFSI, investment advisory, wealth management, or financial products is preferred.
- Understanding of fixed-income products, alternative investments, and portfolio management concepts will be an added advantage.
- Ability to engage with HNI and affluent investors, understand their investment needs, and maintain long-term relationships.
- Commercially driven with a focus on investor retention, assets under management (AUM) growth, and relationship-led revenue generation.
- Strong ownership, professionalism, and ability to manage multiple investor relationships independently.
📌 Investor Relationship Manager (Delhi)
🏢 Kyte Money
📍 Delhi