Relationship Manager - Wealth Management - Bank

Relationship Manager - Wealth Management

Our client is India's only Independent Asset Servicing Firm with presence in India & Abroad

Location : Mumbai

Job Summary:

Job entails building up relationships with Asset Managers, Private Banks, Investment Advisors,and Wealth Managers located in the India and abroad for investments into India (Equity, Mutual funds, Derivatives, Debt, AIFs & unlisted) under the FPI / FDI route. Also, global investments (listed and unlisted investments). It also requires a good understanding of the regulations (FPI &FDI) and creating products as per market requirements.

Responsibilities and Duties:

- Prospecting, generating and acquiring leads, i.e. of Family Offices, Wealth

- Management Companies, Private Banks & Asset Managers who wish to invest in India / global markets under various asset classes such as equity, Debt, Mutual Funds and unlisted securities.

- Managing and growing existing business and client relationships.

- Managing Sales Activities and achieving monthly targets across products and services.

- Responsible for preparing yearly budgets and strategies for achieving the targets.

- Providing relevant information and feedback regarding competitors and their offerings, thereby helping product team to derive product variants and adding value to existing products and services.

Interested candidates share your CV or call on 9998222578

Note :

- Candidates with stability of 2 years in current company preferred

- Immediate joiners or people with 1 month notice will be preferred

- Interviews are happening everyday between 4:00 pm to 6:00 pm

- Candidates having experience in Capital Market & Custody for the B2B segment are welcome

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