Investment Manager - Wealth Division

Bangalore (Locality), Karnataka (IN)
upto 15LPa
12 Mar 2021
11 Apr 2021
Job Function
Wealth Management
Industry Sector
Passed CFA Level I
Employment Type
Full Time


About the Company: 


BHIVE Investech is the newly formed Fintech startup in the BHIVE group. The company is looking to leverage technology making investing in Commercial Real Estate accessible to retail investors. The company is in the process of closing a $1mn funding round & looking forward to high growth over the next few years.


Role Summary : 


BHIVE Investech is looking to hire a highly motivated Sales Oriented Investment Relationship Manager for its Wealth Management division who can market and sell financial products and services to potential clients. This role is one of the earliest hires of this high potential startup with the opportunity to become part of the core team. 


We are looking for a talented Investment Relationship Manager with proven experience of onboarding and maintaining relationships with high value clientele. The goal for this position is to onboard and manage investors onto the Fractional Real Estate Platform.




  • Please apply only if you have prior client handling experience with a reputed Wealth Management Firm.


    ESOPs may be applicable in future for this role based on performance.


Key Deliverables :


  • Market and sell BHIVE Investech financial products to potential clients.


    Explaining about BHIVE Investech Feature and benefits to the client.


    Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients. Building and maintaining your client base.


    Should be good at raising funds from and managing HNIs and Ultra High Net Worth clients for our retail product with minimum ticket size of INR 25 lakhs


    Should be capable of raising large amounts of funds for our Alternative Investment Fund (AIF) through Ultra High Net Worth Individuals, Family Offices and Private Equities


    Responsible for achieving targets as assigned by the organization on a monthly basis.


    Talking to clients to determine their investable surplus basis income, expenses, financial objectives, tax status, risk tolerance & other info needed to develop an investment plan.


    Answering client questions about BHIVE Investech plans, returns, tax implications and strategies.


    Handling different stages of client/ product life cycle - These stages can be KYC, reference data management, legal docs, portfolio reconciliation, document capture, system reconciliation, pre and post settlements etc.


    Advising strategies basis data analysis for clients in investment planning to help them reach financial objectives.


    Reviewing client accounts and plans on a regular basis to get additional sales and references.


    Preparing or interpreting financial document summaries, investment performance reports and income projections.


    Contacting clients regularly to discover changes in their financial status.


    Role could entail external interaction with agents/counterparties/clients to solve queries and discrepancies related to the process. This could be telephonic or through emails.


    Preparation of reports using MS Excel.


    Timely escalation of outstanding issues to clients. Provide regular updates to the immediate superior as an when required.



Desired skills & experience :


  • 2 to 8 Years Experience in Investment Relationship Management/Wealth Management in a client-facing role


    Excellent English communication - verbal and written


    Outstanding interpersonal skills with the ability to handle people


    Deal closing experience


    Highly organized, detail-oriented professional with excellent follow up skills


    Flexible to travel to various locations across Bangalore if required. Valid driver’s license


    Strong business acumen with a great work ethic


    Excellent analytical and logical skills


    Experience providing quality financial advice


    Knowledge of mutual funds, equity and investment industries.


    Proficient in Word, Excel and PowerPoint


    The candidate should be able to come to office everyday and be willing to work on weekends as well whenever required


  • You need to sign in to save