Senior Wealth Manager
6 days ago
Position Name - Sr Relationship Manager
Location - Mumbai / Bangalore / Delhi
Experience Range years
Mandatory Requirement:
- Client Acquisition
- Wealth Management
- Corporate Clients / Institutional Clients
About the client:
Our client is a boutique investment bank offering independent advisory services to emerging growth, mid-market corporate clients, and institutional investors focused on this segment. Our client focuses on the emerging growth and mid-market segment where the team's experience in finance and industry helps companies plan their growth strategy, grow inorganically through well-planned acquisitions and capitalize themselves by partnering with institutional investors.
Our client means "growth" and the company is committed to bringing about growth for its clients. Our client assists their clients in mergers, acquisitions and divestments, debt and equity fundraising, and corporate restructuring. Our expertise covers raising project finance and mezzanine capital; structuring buy-outs, sell-offs and spin-offs; and negotiating partnerships and alliances.
Job Role and Responsibilities:
The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects Identify customer needs and provide them with the right financial planning assistance and asset allocation with the help of our Investment Advisory servicesBuild and deepen relationships with existing UHNI Customers to achieve an increase in the share of walletAcquire New Clients for the firm and also develop new territoriesBe able to work with colleagues of other divisions of the bank to Cross Sell products and services to clientsDeliver Sales TargetsAn advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue Wealth Management while acquiring new clients as wellQualification and Experience:
Excellent written and oral communication skills Strong Organizational SkillsExperience in investment/financial services & knowhow of capital markets knowledge Strong Teamwork and Collaboration Relationship Management & Interpersonal skills-
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