Investment Relationship Manager
Stable MoneyHSR Layout, BangalorePosted 3 months agoA free account shows the apply link for every role and matches you to the ones that fit your resume.
About the role
Stable Money is an investment platform offering fixed deposits, bonds and other fixed-income products. The Relationship Manager will advise investors, grow their portfolios and support them throughout the investment journey.
What you'll do
- Manage and grow a portfolio of fixed-income investors
- Understand client goals and recommend suitable investments
- Drive client activation, engagement and repeat investments
- Handle client queries from onboarding through post-investment support
- Relay client feedback to internal teams
- Meet monthly targets for assets under management growth and client retention
Skills
Must have
- Fixed-income products
- Bonds
- Fixed deposits
- Non-convertible debentures
- Investment recommendations
- Client relationship management
- Portfolio growth
- Client retention
Nice to have
- High-net-worth investor management
- Retail investor management
- Lead generation
Who it's for
- Experience
- 1.5 to 3 years
- Domain
- fintech investments
About Stable Money
Stable Money has 10 open roles in Bangalore, at Bhive HSR Premium Campus, Block A, Third floor. See every Stable Money role.
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