Senior Manager/AVP - Relationship Manager - BFSI

About 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.

Roles & responsibilities:

- Onboarding, Handling and Managing HNI / Ultra HNI clients.

- Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.

- Aiming for consistent growth of customer wallet share and book size.

- Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

- Constantly review client portfolios and give a birds' eye view.

- Ability to work in partnership with Federal Bank and drive leads & AUM.

- Service existing clients with the support of client servicing team

- Adherence to all regulatory, statutory, and corporate compliance standards

Requirements:

- 8+ years of experience in Wealth Management space

- Must have completed MBA from a premier business school.

- Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.

- English is mandatory and command on local language would be beneficial.

- Ability to work in tandem with our channel partner and generate leads & business.

- Good communication and presentation skills