A reputed wealth management group advising Family offices, FIIs, DIIs and HNIs across the globe is looking to hire - Client Relationship Managers- only from Wealth Management, Institutional &amp; Equity Broking, AMC or NBFC sector. The company has offices all across India and is looking to hire multiple positions for Mumbai, Bengaluru, Kolkata, Jodhpur &amp; Jaipur offices with 2-4 years- experience. Job Title HNI Relationship Manager (Equity Broking/PMS/AIF) Division Wealth Management Experience 2-4 Years Positions Multiple openings Location Mumbai, Bengaluru, Kolkata, Jodhpur &amp; Jaipur Job Description - Business Development for pitching wealth management products to HNI Clients &amp; companies - Wealth Management Products include HNI Equity Broking, Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products and Real Estate Funds - Managing HNI Client portfolio by providing them with better investment solutions &amp; services to facilitate wealth creation. - Acquiring new clients through networking, database, market analysis and references. - Managing and improving relationship values through client by meeting them and providing - Liaison with operations team to resolve queries and revenue generation. - Comply with organizational guidelines and norms. Requirements - Mandatory sales/ business development/ client relationship experience of 2-4 years in Wealth/Asset Management with NBFCs or Equity Brokerage Houses - 2-4 years- experience selling wealth management products like PMS, AIF, Mutual Funds - Min. 2 years- experience developing HNI/UHNI clients from presenting the products to bringing them onboard - Be able to travel to client's location anywhere in India or internationally - BBA/ MBA degree in Finance &amp; Investments - Thorough knowledge of Stock Markets and Investments - Debt Syndication or Fund Raising experience ( Private Equity, Venture Capital or Pre Seed VC) would be highly preferred and a huge advantage. - Experienced candidates from brokerage firms like Motilal Oswal, SMC, Edelweiss, IIFL, India Bulls, HDFC Securities, ICICI Direct, Kotak Securities or similar will be preferred

Bangalore

Jaipur

Jodhpur

Kolkata

Mumbai

Relationship Manager - Wealth Management - HNI - Equity/PMS/AIF  

Relationship Manager - Wealth Management - HNI - Equity/PMS/AIF   ,Job Description for Relationship Manager - Wealth Management - HNI - Equity/PMS/AIF   in Arete Ventures in  Bangalore Jaipur Jodhpur Kolkata Mumbai for (1-4) years of experience. Apply Now!

Job Description for Relationship Manager - Wealth Management - HNI - Equity/PMS/AIF   in Arete Ventures in  Bangalore Jaipur Jodhpur Kolkata Mumbai for (1-4) years of experience. Apply Now!