Relationship Manager

1 week ago

Mumbai, India Merito Full time
About Company:Our client is 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.

Roles and Responsibilities:
  • Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients
  • Responsible for managing HNI clients and acquiring new customers.
  • To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios.


Requirements
  • Graduate + MBAs from premier institutes
  • Minimum 2 -5 years into PCG / HNI Broking
  • Relationship Managers with prior experience in a Broking/Private bank/wealth management set up.
  • Should be aggressive, result-oriented & self-motivated professional.
  • Should have experience of handling HNI Client Acquisitions and Relationship Management & service.
  • Ability to engage clients in meaningful conversations about their finance.
  • A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile.
  • Strong interpersonal skills with an ability to generate trust and confidence in clients.
  • Over the years, candidate should be self-driven and aspire to move up the ladder, with the growing organization in building up and leading own teams independently


Benefits5 Days working.
Medical Facility.
PF.

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