Relationship Manager - Sales - Wealth - Bank

About the Company:

Our client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Led by seasoned bankers, our client works with the largest and the most reputed investors.

Role: Sales/Relationship Manager

Location: Ahmedabad

Job Description:

- Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients

- Responsible for managing HNI clients and acquiring new customers

- To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios

Requirements:

- Graduate + MBAs

- Relationship Managers with prior experience in a Broking/Private bank/wealth management setup

- Should be an aggressive, result-oriented & self-motivated professional

- Should have experience in handling HNI Client Acquisitions and Relationship Management & service

- Ability to engage clients in meaningful conversations about their finance

- A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile

- Strong interpersonal skills with an ability to generate trust and confidence in clients

- The candidate should be self-driven and aspire to move up the ladder, with the growing organization by building up and leading their own teams independently