Relationship Manager - Research

Fouress Finserv Llp; Chennai District; On-site; INR 700,000 - 1,000,000; Full time

Job summary

Fouress Finserv Llp seeks a Relationship Manager with strong investment strategy experience to tailor personalized investment plans and recommendations for clients. You will build lasting relationships, monitor portfolios, and provide regular performance updates with clear risk considerations.

The role requires knowledge of mutual funds, SIF, PMS, and regulatory changes, plus excellent communication and analytical skills to explain complex financial concepts clearly.

Qualifications

• Degree in Finance or related field.
• Proven experience in investment strategy.
• Strong working knowledge of investment products and services.
• Excellent communication and interpersonal skills.
• Strong analytical skills and attention to detail.

Responsibilities

• Provide personalized investment strategy and product recommendations aligned with client goals, risk tolerance and investment horizon.
• Build and nurture long-term client relationships founded on trust, transparency, and consistent service.
• Monitor client portfolios on an ongoing basis and provide regular performance updates and rebalancing recommendations.
• Analyze market data and financial indicators to formulate sound investment advice.
• Stay current on investment products, market conditions and regulatory changes.
• Continuously expand product knowledge across mutual funds, SIF, PMS and alternative investments as applicable.
• Ensure compliance with legal, regulatory and internal company standards; maintain documentation and disclosures.

Skills

Investment strategy

Client relationship management

Communication skills

Analytical skills

Regulatory awareness

Attention to detail

Education

Finance degree or related field

NISM Series V-A Mutual Fund Distributors

CFP Certification

Job description

Role & responsibilities :

Relationship Management

• Provide personalized investment strategy and product recommendations aligned with each client's goals, risk tolerance and investment horizon.
• Build and nurture long-term client relationships founded on trust, transparency, and consistent service.

Portfolio Management

• Monitor client portfolios on an ongoing basis and provide regular performance updates and rebalancing recommendations.
• Analyze market data and financial indicators to formulate sound, evidence-based investment advice.

Market & Regulatory Awareness

• Stay current on investment products, market condition and regulatory changes
• Continuously expand product knowledge across mutual funds, SIF, PMS and alternative investments as applicable.

Compliance & Governance

• Ensure every client interaction and transaction complies with applicable legal, regulatory and internal company standards.
• Maintain accurate documentation, disclosures and suitability assessments for all recommendations.

Preferred candidate profile :

• Degree in Finance or a related field.
• NISM Series V-A Mutual Fund Distributors
• Proven experience in related roles involving investment strategy
• Strong working knowledge of investment products and services
• Excellent communication and interpersonal skills with the ability to explain complex financial concepts clearly.
• Strong analytical skills and attention to detail

Preferred / Bonus Qualifications

• Professional certifications such as CFP or equivalent.
• Additional NISM certifications in SIF/PMS