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Waytogo Consultants

Sr Investment Relationship Manager (AVP)

Waytogo Consultants
Chennai, India
Fresher
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  • Posted 2 days ago
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Job Description

  • Identify and acquire new HNI / UHNI clients with investible assets above the defined segment threshold.
  • Develop strong relationships with clients through a consultative approach and customized investment strategies.
  • Ensure consistent client engagement and portfolio reviews to strengthen wallet share.
  • Understand clients financial goals, risk appetite, and investment preferences to recommend suitable wealth solutions.
  • Offer a full suite of banking and investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Life/General Insurance.
  • Liaise with product and research teams to deliver superior advisory outcomes.
  • Achieve acquisition, AUM, and revenue targets across investment and banking products.
  • Drive fee-based income through advisory and transaction-led business.
  • Maintain a healthy client mix and portfolio diversification.
  • Ensure adherence to all internal policies, regulatory, and compliance guidelines.
  • Maintain high ethical standards and client confidentiality at all times.
  • Complete KYC and due diligence requirements as per bank norms.
  • Work closely with product, operations, and service teams to ensure seamless client onboarding and service delivery.
  • Support cross-functional initiatives for enhancing the private banking franchise.

More Info

Job Type:
Permanent Job
Industry:
Other
Function:
Banking And Investment
Employment Type:
Full time

About Company

Waytogo Consultants

Job ID: 134145375

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Last Updated: 04-12-2025 09:24:43 PM
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