Investment Banking Manager

13 hours 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.

  • Investment Banking Manager

    2 weeks ago

    Ahmedabad, Gujarat, India Phoenix Cap Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    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...

  • Investment Banking Associate

    4 days ago

    Ahmedabad, India Scry AI Full time

    Position: Investment Banking Associate (SME – Capital Markets & Transactions)Location: India (Remote)Employment Type: Full-TimeSchedule: Monday to Friday, Day ShiftExperience: 3–5 Years in Investment Banking, M&A, or Equity ResearchCompany DescriptionScry AI is a research-led enterprise AI company that builds intelligent platforms for BFSI...

  • Investment Banking Specialist

    2 days ago

    Ahmedabad, India Red Envelope Consultants Full time

    Role: Business DevelopmentDepartment: Investment BankingLocation : Ahmedabad, GujaratExperience: 3-7 years (Preferably in deal origination, client acquisition, or business development; with a preference for experience in financial services sector)Job Summary:Responsible for working on business development for investment banking services and building long...

  • Investment banking specialist

    11 hours ago

    Ahmedabad, India Red Envelope Consultants Full time

    Role: Business DevelopmentDepartment: Investment BankingLocation: Ahmedabad, GujaratExperience: 3-7 years (Preferably in deal origination, client acquisition, or business development; with a preference for experience in financial services sector)Job Summary:Responsible for working on business development for investment banking services and building long term...

  • Investment Banking Associate

    4 days ago

    Ahmedabad, India Scry AI Full time

    Position: Investment Banking Associate (SME – Capital Markets & Transactions) Location: India (Remote) Employment Type: Full-Time Schedule: Monday to Friday, Day Shift Experience: 3–5 Years in Investment Banking, M&A, or Equity Research Company Description Scry AI is a research-led enterprise AI company that builds intelligent...

  • Investment Banking Specialist

    3 days ago

    Ahmedabad, India Red Envelope Consultants Full time

    Role: Business Development Department: Investment Banking Location : Ahmedabad, Gujarat Experience: 3-7 years (Preferably in deal origination, client acquisition, or business development; with a preference for experience in financial services sector) Job Summary: Responsible for working on business development for investment banking services and building...

  • Investment Banking Specialist

    19 hours ago

    Ahmedabad, India Red Envelope Consultants Full time

    Role: Business Development Department: Investment Banking Location : Ahmedabad, Gujarat Experience: 3-7 years (Preferably in deal origination, client acquisition, or business development; with a preference for experience in financial services sector) Job Summary: Responsible for working on business development for investment banking services and building...

  • Investment Banking Specialist

    3 days ago

    Ahmedabad, India Red Envelope Consultants Full time

    Role: Business DevelopmentDepartment: Investment BankingLocation: Ahmedabad, GujaratExperience: 3-7 years (Preferably in deal origination, client acquisition, or business development; with a preference for experience in financial services sector)Job Summary:Responsible for working on business development for investment banking services and building long term...

  • Investment Banking Specialist

    3 days ago

    ahmedabad, India Red Envelope Consultants Full time

    Role: Business DevelopmentDepartment: Investment BankingLocation: Ahmedabad, GujaratExperience: 3-7 years (Preferably in deal origination, client acquisition, or business development; with a preference for experience in financial services sector)Job Summary:Responsible for working on business development for investment banking services and building long term...

  • Investment Banking Specialist

    3 days ago

    Ahmedabad, India Red Envelope Consultants Full time

    Role: Business DevelopmentDepartment: Investment BankingLocation: Ahmedabad, GujaratExperience: 3-7 years (Preferably in deal origination, client acquisition, or business development; with a preference for experience in financial services sector)Job Summary:Responsible for working on business development for investment banking services and building long term...