Planify Capital - Senior Relationship Manager - AIF & Mutual Fund
Job Overview:
The primary responsibility of this role is to convert leads into business opportunities, effectively manage relationships with investors, and support financial communication strategies.
You will be key in building and maintaining positive relationships with high-net-worth individuals and institutional investors.
Key Responsibilities:
- Communicate financial performance, market trends, and business developments to investors.
- Respond to investor inquiries and maintain regular communication to build long-term relationships.
- Collaborate with internal teams to ensure investor needs are addressed effectively.
- Monitor investor feedback and report insights to the management team.
- Stay updated on industry trends, market dynamics, and the financial landscape to enhance investor relations.
Qualifications:
- Proven experience in investor relations, financial services, or a related industry.
- Strong understanding of financial statements, capital markets, and investment principles.
- Excellent communication and interpersonal skills, with the ability to present complex financial information.
- Ability to convert leads into tangible business opportunities.
- Strong analytical and problem-solving skills.
Preferred Skills:
- Familiarity with investment instruments, market trends, and financial compliance.
- Must have good understanding of share market Trends
- Must have prior Exp in Client communication & Client Handling
Preferred Certificates :
- NISM Series-XV: Research Analyst Certification
- NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification
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