Investment Banking Manager

3 weeks ago

Ahmedabad, India Phoenix Cap Full time

Role & responsibilities:

Candidate to acquire Ultra HNI portfolio of client .

Responsible for onboarding of clients and relationship Management.

Candidate to keep MIS and tracking of all asset investment of Client.

Excellent client communication and relationship building is the key responsibility.

  • Business Development: Identifying and pursuing opportunities to expand the client base and increase revenue through the sale of banking products (liabilities, assets, and fee-based products).
  • Portfolio Management: Conducting client portfolio reviews, recommending suitable investment options, and ensuring client satisfaction.
  • Client Servicing: Addressing client queries, resolving issues, and ensuring a high level of customer service.
  • Sales Initiatives: Planning and executing sales initiatives and events to acquire new clients and engage existing ones.

Preferred candidate profile :

  • Experience: Typically requires 3-8 years of experience in relationship management, particularly with HNI clients.
  • Knowledge: Strong understanding of banking products, wealth management, and investment solutions.
  • Skills: Excellent communication, interpersonal, sales, and decision-making skills.
  • Education: Generally requires a graduate or postgraduate degree, often with AMFI/IRDA certification.

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