Client Relationship Manager

3 days ago

Mumbai City District, India Virtuhr Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Excellent job opportunity with our client for Pre-IPO & Wealth Management role at their corporate office in Mumbai, Andheri-East (near railway station) for professional with minimum 4 years of work experience in this field.

Role: Client Relations - Pre-IPO & Wealth Management

Description:

  • Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO, Unlisted Shares, and Wealth Management services.
  • Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions, ensuring alignment with their financial goals.
  • Business Development: Identify potential clients, pitch investment opportunities, and grow the client base.
  • Portfolio Management: Help clients structure and optimize their investment portfolios with a focus on risk management and long-term wealth creation.
  • Investment Research: Stay updated on market trends, new Pre-IPO opportunities, and wealth management strategies.
  • Client Communication: Maintain strong client relationships through regular communication, portfolio reviews, and personalized investment insights.
  • Compliance & Governance: Ensure adherence to SEBI regulations and NISM certification requirements.
  • Report & Presentation Preparation: Develop investment proposals, reports, and financial presentations for clients.

Qualifications & Skills:

  • Education: PG/MBA in Finance or related fields.
  • Certifications: NISM Series 10A & 10B required.
  • Should have handled book cover upto 50 crores & above.
  • Experience: Demonstrated track record in Wealth Management, Pre-IPO investments, or financial advisory.

Notice period client can wait: candidates with max 1 month can apply

Technical Skills: Proficiency in MS Word, Excel, and PowerPoint.

Soft Skills: Strong communication, negotiation, and analytical abilities.

Industry Knowledge: Deep understanding of financial markets, investment strategies, and regulatory frameworks.

Employment: Full time, Permanent role

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