Delhi
Merito
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 & responsibilities
• 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.
• Constantly review client portfolios and give a bird’s eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of the client servicing team
• Adherence to all regulatory, statutory, and corporate compliance standards
Requirements
• 8+ years of experience in the Wealth Management space
• Must have completed an MBA from a premier business school.
• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.
• English is mandatory and command of the local language would be beneficial.
• Ability to work in tandem with our channel partner and generate leads & business.
• Good communication and presentation skills
Skills:- Portfolio management, Mutual funds, Business relationship management, Customer Relationship Management (CRM), Wealth management, Investment banking and Investment managementSimilar Jobs
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