Manager

Hector And Streak Consulting; Chennai District, Vadodara, Ahmedabad District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Hector And Streak Consulting in Chennai seeks a results-driven Investment Relations Associate to lead client acquisition and relationships with HNIs, family offices, and institutional clients. You will tailor ETF and passive investment solutions to client objectives.

You will monitor markets, share ETF insights, and work with internal teams to drive market penetration while ensuring regulatory compliance and risk controls.

Qualifications

• Identify, prospect, and acquire new clients, including HNIs, Family Offices, and Institutional clients.
• Build, nurture, and sustain long-term relationships with clients and key stakeholders such as stockbrokers, distributors and RIAs.
• Understand clients' investment objectives, risk appetite, and financial goals to offer tailored ETF and passive investment solutions.
• Attain deep expertise in ETFs, index funds, and passive investment strategies.
• Present and explain benefits, risks, and features of ETFs and other passive investment products to clients.
• Monitor capital markets trends and ETF performance to provide actionable insights.

Responsibilities

• Client acquisition and relationship management with HNIs, family offices, and institutional clients.
• Develop deep product knowledge of ETFs and passive investments to advise clients.
• Provide market intelligence and competitive analysis to identify opportunities.
• Ensure compliance with regulatory requirements and internal policies, and manage risk.

Skills

Client acquisition

Relationship management

ETF/product knowledge

Market analysis

Regulatory compliance

Job description

Role & responsibilities

. 1.Client Acquisition and Relationship Management

• Identify, prospect, and acquire new clients, including High Net-Worth Individuals (HNIs), Family Offices, and Institutional clients
• Build, nurture, and sustain long-term relationships with both new and existing clients and key stakeholders, such as stockbrokers, distributors, and Registered Investment Advisors (RIAs)
• Understand clients' investment objectives, risk appetite, and financial goals to offer tailored ETF and passive investment solutions

2. Product Knowledge and Sales

• Attain deep expertise in Exchange-Traded Funds (ETFs), index funds, and passive investment strategies
• Present and explain the benefits, risks, and features of ETFs and other passive investment products to clients

3. Market Intelligence and Competitive Analysis

• Monitor and analyse trends in capital markets, ETFs, and the broader investment landscape to provide actionable insights
• Regularly update clients on market conditions, ETF performance, and related investment opportunities
• Collaborate with internal teams to stay informed on industry developments and formulate innovative strategies to increase market penetration

4. Compliance and Risk Management

• Ensure full compliance with regulatory requirements, industry standards, and internal policies
• Proactively address and mitigate potential risks related to client investments, safeguarding both client and company interests
• Maintain accurate, up-to-date documentation of client interactions, transactions, and market activities