We are presently hiring for a client of ours for the HO at Nariman Point, Mumbai - the company, founded in 2005, has grown from being a trading house to a dynamic and diversified business group. They provide expertise in Broking Services, Financial Services, Non-Banking Financial Services, Gold Refining, and Realty &amp; Infrastructure. In a nutshell, they are a comprehensive Financial Services conglomerate, providing end-to-end financial services to all its clients. A one-stop-shop, they offer the entire gamut of services catering to retail investors, domestic institutions &amp; foreign institutional investors. They provide customers with services like Equity Derivative Markets, Off-shore investments, Portfolio Management Services, Investment Banking &amp; Mutual Funds The Relationship Manager would be an Individual Contributor role Roles and Responsibilities: - Responsible for cross selling various financial products to the new set of customers and building depth within the existing relationships. - Offer products and solutions across asset classes - Commodities, Structured Products, Estate Planning, Real Estate, Financing solutions to name a few. - Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio rewiring of the various client segment. - Formulating strategies for expanding the client base by providing investment advice to the clients. - Maintaining long-term relationships with existing/new clients for increasing the Asset under Management (AUM) for the company - New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients. Skills &amp; Qualifications Needed: - Should have experience in Investment Banking, Broking firms specifically in Wealth Products - Candidates having AUM (Asset under Management) size of 20cr &amp; above and good connect among HNIs, UHNIs will have advantage. - Should have good communication &amp; presentation skills. Suitable candidates may forward their updated profiles in strict confidence to Ganesh Nair Ganesh https://in.linkedin.com/in/ganeshnair

Mumbai

Relationship Manager - Wealth 

Relationship Manager - Wealth  ,Job Description for Relationship Manager - Wealth  in Hector & Streak Consulting in  Mumbai for (4-10) years of experience. Apply Now!

Job Description for Relationship Manager - Wealth  in Hector & Streak Consulting in  Mumbai for (4-10) years of experience. Apply Now!