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Kalpana Gandhi

Owner at Corporate Search

Last Login: 25 April 2024

1939

JOB VIEWS

42

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1

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Job Code

517654

Relationship Manager - Portfolio Management/Wealth Management Investment Advisory - IIM/ISB/MDI/FMS

10 - 15 Years.Mumbai
Posted 6 years ago
Posted 6 years ago

RM Portfolio Management Wealth Management Investment Advisory

Role is to be responsible for Portfolio Management Wealth Management Investment Advisory

- Business development for Wealth business in India

- Focused on building/optimizing wealth platforms across various growth markets and client segments in India, UHNW etc.

- Conceptualise and operationalise an NRI-targeting business - across key global wealth centres for Indians

- Efficiently Manage Portfolio Objective of Investors by deliberating with senior members of my team and across product desk

- Manage and Provide Financial Solutions to High-net-worth individuals, Listed and Un-listed Corporate Investors

- Responsible for Ensuring Compliance of operational policies and procedure by following up and ensuring implementation of audit recommendations

- Should have managed booksize of 500-100 cr from Top HNI or Industry promoters

- Candidates with 10 - 15 years of having done Grad +MBA from premier B Schools desired with above experience from Top MNC Indian Financial Services Firms / Banks dealing with Wealth Advisory & High Networth Investors are eligible to apply.

Seema
CorporateSearch

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Posted By

user_img

Kalpana Gandhi

Owner at Corporate Search

Last Login: 25 April 2024

1939

JOB VIEWS

42

APPLICATIONS

1

RECRUITER ACTIONS

Job Code

517654

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