Relationship Manager - Research

Role & responsibilities :

Relationship Management

• Provide personalized investment strategy and product recommendations aligned with each client's goals, risk tolerance and investment horizon.

• Build and nurture long-term client relationships founded on trust, transparency, and consistent service.

Portfolio Management

• Monitor client portfolios on an ongoing basis and provide regular performance updates and rebalancing recommendations.

• Analyze market data and financial indicators to formulate sound, evidence-based investment advice.

Market & Regulatory Awareness

• Stay current on investment products, market condition and regulatory changes

• Continuously expand product knowledge across mutual funds, SIF, PMS and alternative investments as applicable.

Compliance & Governance

• Ensure every client interaction and transaction complies with applicable legal, regulatory and internal company standards.

• Maintain accurate documentation, disclosures and suitability assessments for all recommendations.

Preferred candidate profile :

• Degree in Finance or a related field.

• NISM Series V-A Mutual Fund Distributors

• Proven experience in related roles involving investment strategy

• Strong working knowledge of investment products and services

• Excellent communication and interpersonal skills with the ability to explain complex financial concepts clearly.

• Strong analytical skills and attention to detail

Preferred / Bonus Qualifications

• Professional certifications such as CFP or equivalent.

• Additional NISM certifications in SIF/PMS