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05/01 Bhanuprasad S
Team Manager Recruitment at WinEzee

Views:699 Applications:180 Rec. Actions:Recruiter Actions:21

Relationship Manager - Private Wealth - NBFC (2-10 yrs)

Bangalore/Chennai Job Code: 878718

Core Responsibilities:

- Understand investment needs & create a long term Asset Allocation plan and managing complete family wealth

- Acquire, manage, and advise UHNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

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

- Identify and execute on new business opportunities with existing clients

- Handle the client's investment portfolio, providing financial research, accurate information and tailor-made financial solutions

3. Desirable Candidate Profile & Experience :

- Understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures

- Should be relationship-oriented with good interpersonal and people skills

- Impactful communication skills to effectively engage affluent consumers

- Exceptional track record of managing portfolio of UHNI Clients

- MBA, CA, CFA

Women-friendly workplace:

Maternity and Paternity Benefits

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