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Antal international | senior wealth manager
1 month ago
Locations - Hyderabad, Bengaluru, Chennai, Coimbatore, Delhi, Mumbai
Company
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. The wealth management arm of the Company, is an investment advisory and money manager, which provides innovative investment solutions to High Net-Worth Individuals (HNIs), with extensive use of technology-abled platforms. It offers products across all asset classes from Equity, Fixed Income & Real Estate to Alternate Investment Products and Unlisted Securities. It is also a Business Affiliate of one of the Bank
Founded in by an IIM Ahmedabad and a veteran investment banker with 22+ yrs. experience
It is a platform that provides services like insurance broking, institution broking, asset management and wealth management (pan India)
Services – Investment Banking, Fixed Income, Capital Market, Insurance Broking, Institutional Equities, Portfolio Management, Wealth Management, Asset Management
Location – Mumbai and Ahmedabad
Clients – supporting in sectors like Consumer, Financial Services, Healthcare & Pharma, Industrial, Infrastructure & Real Estate, Technology mainly Mahindra Finance, Tata Capital, ICICI Home Finance, Edelweiss, IIFL Finance, Rolex Ring, Muthoot Finance, SBI Mutual Fund, Aditya Birla Sun Life Insurance/Goldman Sachs
Position:
5+ yrs. of experience in Wealth Management space
Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets
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
Ability to work in partnership with the Bank and drive leads & AUM
Service existing clients with the support of client servicing team
Constantly review client portfolios and give a birds’ eye view.
