HR Manager at Yo HR Consultancy
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Relationship Manager - Wealth Management - Bank (2-4 yrs)
Relationship Manager - Wealth Management
Location : Mumbai
Experience : 2 - 4 Years
KEY PERFORMANCE INDICATORS :
- Acquire new clients for the below-mentioned products:
Main Product :
- Wealth Products : Equity advisory, PMS, MF, AIF, FD, Structured Products, International Funds, Real Estate Funds, Startup Funds.
Cross-Sell Products :
- Private Equity : Fund Raising from VC, M&A.
- Debt Syndication : Working Capital Loan, Term Loan / Project Finance, Promoter Loan.
- Merchant Banking : Right Issues, Bonus Issues, Share Buyback, QIP.
- Startup Fund Raising - Pre VC Round.
- Well versed with MS Excel & PPT
- Aggressive & result-oriented
- Interpersonal skills
- Team Player
- MBA - Finance/CA/CFA/CFP/Graduation