Recruitment Sourcing Manager at Allegis
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Account Manager - Investment Banking Firm (8-12 yrs)
We are looking for Account manager for leading investment bank, need to support the Relationship manager.
Location - Delhi
JD below -
Wealth Management caters to HNI and UHNI clients across a spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products, and lending solutions.
- The candidate must be well versed with banking and investment products. If they have knowledge of lending products it will be advantageous.
- Good communication is essential (verbal and written)
- At least 8 years experience in the financial services industry preferably in wealth management or priority/private banking
Brief job description
- Work closely with RMs to manage and grow existing relationships. This involves building a rapport with the clients and understanding their requirements.
- Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related - in mutual funds, PMS, NDPMS, Structures, credit related-loans, OD, LRD etc
- Regularly speak with clients on their investments, lending, and banking requirements. Be a strong back up to the RM to effectively manage the relationships.
- Assist RMs in new client acquisition - work with Product team to prepare presentations, collate reports and data, arrange for pitchbooks and relevant marketing material.
- Ensure timely completion of internal reporting
- Oversee Service Assistant desk - the desk takes care of the paperwork, liasing with branch, AMCs etc. AMs oversee the day to day working of the desk, training, monitoring, managing leave schedules.
- Resolve client queries
- Engage with Compliance, Legal, DIIPL, Midoffice and others wherever needed in order to manage relationships effectively, find solutions to clients needs/queries
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