14 Nov
|
Kyte Money
|
India
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, skilled 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.
• Strong 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 (India)
🏢 Kyte Money
📍 India