Relationship Manager - Private Wealth - NBFC

Role: Relationship Manager (Individual Role)

Company: Leading NBFC

Location: Multiple

Core Job Responsibilities:

- 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 need related to Corporate Finance, M&A, and Private Equity.

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

- Identify and execute on new business opportunities with existing clients.

- Handle the clients investment portfolio, providing financial research, accurate information and tailor-made financial solutions.

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 a portfolio of UHNI Clients.