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Relationship Manager
5 months ago
COMPANY
My client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. They pride themselves in being a trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in managing their wealth. Led by seasoned bankers, they work with the largest and the most reputed investors.
ROLE
Onboarding, Handling and Managing HNI / Ultra HNI clients. Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. Aiming for consistent growth of customer wallet share and book size. Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions. Constantly review client portfolios and give a birds’ eye view. Ability to work in partnership with Federal Bank and drive leads & AUM. Service existing clients with the support of client servicing team.4 Adherence to all regulatory, statutory, and corporate compliance standardsQUALIFICATIONS
5+ years of experience in Wealth Management space Must have completed MBA from a premier business school. Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets. English is mandatory and command on local language would be beneficial. Ability to work in tandem with our channel partner and generate leads & business. Good communication and presentation skills.
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