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Rakesh

Recruiter at Merito

Last Login: 26 May 2024

Job Views:  
446
Applications:  64
Recruiter Actions:  61

Job Code

1412707

Relationship Manager - Wealth Management - Bank

5 - 6 Years.Trivandrum/Thiruvananthapuram/Others
Posted 6 days ago
Posted 6 days ago

Relationship Manager - Wealth Management

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. Our client is led by seasoned bankers and works with the largest and most reputed investors.

Role: Relationship Manager

Reporting to the Area Director of the region

Responsibilities:

- HNI Client Management: Handle and manage High Net Worth Individual (HNI) clients effectively.

- Revenue Targets: Achieve annual revenue, Assets Under Management (AUM), and Strategic product targets within the assigned geography.

- Client Servicing: Provide excellent service to existing clients with the support of the client servicing team.

- Compliance: Adhere to all regulatory, statutory, and corporate compliance standards.

- Networking: Effectively network across markets, generating potential business leads.

Requirements:

- Experience: Minimum 5 years in Wealth Management.

- Education: Graduate with excellent command of English & Regional Language.

- Skills: Strong communication and presentation skills, excellent Relationship Management abilities, extensive experience in HNI client handling and transaction closure, and a blend of analytical thinking and operations execution.

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Posted By

user_img

Rakesh

Recruiter at Merito

Last Login: 26 May 2024

Job Views:  
446
Applications:  64
Recruiter Actions:  61

Job Code

1412707

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