Wealth Relationship Manager

1 month ago

Bangalore, India ABS International Full time
About Company:is an integrated and diversified financial services group. The Groups primary businesses include (a) Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance; (b) Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP); (c) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (d) Asset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.We are looking for a Relationship manager for our wealth management vertical to help us build our business activities. The relationship manager responsibilities include: bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions. If you have been dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds, have excellent communication skills, and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone, we would like to meet you.Create customized financial plans based on investment goals, risk, and performance.Manage investment portfolios, make investment decisions, and monitor asset performance Minimize tax liabilities through tax-efficient investments.Build and maintain strong client relationships on behalf of their organizationStrong grasp of different types of asset classes, including MF, AIF, Insurance and other structured products.Familiar with financial and compliance regulations and fiduciary responsibilities Qualifications: Master's degree in Finance, MBA or equiva

Experience : 3 - 9 Years

No. of Openings : 5

Education : Any Bachelor Degree, B.Com, Any Master Degree, M.C.A, M.B.A/PGDM, M.Com, CA, ICWA

Role : Wealth Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

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