
Investment Banking Manager
2 weeks ago
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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