Website:
avnipie.com
Job details:
Company Description AvniPie – The Business Financial Guru specializes in simplifying finance for entrepreneurs and individuals through comprehensive financial planning and advisory services. The company supports clients with personal and business financial consultation, including budgeting, investment planning, and clear financial roadmaps. AvniPie also provides tax and compliance services, wealth management solutions, and continuous advice and support tailored to client needs. Training and education offerings include business finance workshops and staff training to build financial awareness and capability. The team is driven by trust, transparency, and customized strategies that align with each client’s goals and growth vision.
Role Description The Private Investment Relationship Manager is a full-time, on-site role based in Delhi NCR. This role involves managing and growing a portfolio of private investment clients, understanding their financial goals, and recommending suitable wealth management and investment strategies. The Relationship Manager will conduct regular client meetings, review portfolios, and communicate market updates and strategy adjustments. Daily responsibilities include preparing investment proposals, coordinating with internal financial planning and tax teams, and ensuring regulatory and compliance requirements are met for client investments. The role also requires maintaining detailed documentation, delivering timely follow-ups, and providing a high level of personalized service to strengthen long-term client relationships.
Qualifications
- Strong client relationship management skills, including consultation, needs assessment, and ongoing support.
- Solid understanding of investment products, wealth management strategies, and personal/business financial planning.
- Knowledge of tax, compliance, and regulatory considerations related to investments and financial services.
- Ability to analyze financial data, prepare investment proposals, and communicate recommendations clearly.
- Excellent written and verbal communication skills, with strong interpersonal and negotiation abilities.
- Proficiency in using financial tools, spreadsheets, and CRM or client management software.
- Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Prior experience in wealth management, private banking, or financial advisory is highly desirable.
- High level of integrity, discretion, and commitment to confidentiality and client-first service.
- Ability to work on-site in Dehi NCR and manage time effectively in a client-focused environment.
Click on Apply to know more.
