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15/05 Rakesh
Recruiter at Merito

Views:166 Applications:24 Rec. Actions:Recruiter Actions:14

Relationship Manager - Sales - Wealth - Bank (5-10 yrs)

Ahmedabad Job Code: 1260627

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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