Relationship Manager - LAP + LAS - Wealth Sales - NBFC

Industry - Financial Services

Skills - Sales, Channel Management, Wealth Sales

Job Type - Permanent

Description - An opportunity to build on the portfolio for an upcoming NBFC

A platform to deal with HNI clientele

Client Details

One of India's prominent financial services groups, specialising in providing a spectrum of businesses to corporations, financial institutions, high net-worth individuals and retail investors, known for diverse businesses such as Investment Banking, Equity, Debt, Commodity Sales and Trading, Wealth Management, Portfolio Management Services, Asset Management, Alternative Asset Management, Financing and Lending, Housing Finance and Distressed Asset Management.

Description

1. Understand in detail clients investment needs & create a long term Asset Allocation plan.

2. Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds, LAP, LAS.

3. Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.

4. Handle the client's investment portfolio; the core thrust is on asset allocation and managing complete family wealth.

Profile

- The candidate should have experience in dealing with LAP, LAS as a product

- Fair exposure in dealing with Mutual Funds, Alternate Assets

- Flair in dealing with HNI clientele

- Expertise in X-sell

- Preferred- MBA/CFA/CA

Job Offer

An opportunity to build on the portfolio for an upcoming NBFC

A platform to deal with HNI clientele

Contact - Bhavik Doshi

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