Senior Relationship Manager - Wealth Management - Bank

About the client:

- Company Name: Merisis Advisor Pvt Ltd

- Industries: Banking / Financial Services / Broking

- Company Type: Startup

- Funding Stage: Series A

- Headquarter Location: Mumbai

- Nature of Offering: Service

- Founding Year: 2019

- No of Employees: 1-10

About the client:

- Company Name: Merisis Advisor Pvt Ltd

- Industries: Banking / Financial Services / Broking

- Company Type: Startup

- Funding Stage: Series A

- Headquarter Location: Mumbai

- Nature of Offering: Service

- Founding Year: 2019

- No of Employees: 1-10

Senior Relationship Manager - Wealth Management

Mandatory Requirement:

- Client Acquisition

- Wealth Management

- Corporate Clients / Institutional Clients

About the client:

Our client is a boutique investment bank offering independent advisory services to emerging growth, mid-market corporate clients, and institutional investors focused on this segment. Our client focuses on the emerging growth and mid-market segment where the team's experience in finance and industry helps companies plan their growth strategy, grow inorganically through well-planned acquisitions and capitalize themselves by partnering with institutional investors.

Our client means "growth" and the company is committed to bringing about growth for its clients. Our client assists their clients in mergers, acquisitions and divestments, debt and equity fundraising, and corporate restructuring. Our expertise covers raising project finance and mezzanine capital; structuring buy-outs, sell-offs and spin-offs; and negotiating partnerships and alliances.

Job Role and Responsibilities:

- Use financial acumen and investment expertise to review a client's information, and work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and organisation investment goals and cash flow management, seamlessly aligning service delivery for an enhanced customer experience.

- Track the Corporate segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.

- Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness

- Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle and risk profiling

- Formulate outbound and inbound sales plans to acquire new Clients for increasing the customer base of the portfolio

- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.

Qualification and Experience:

- Excellent written and oral communication skills

- Strong Organizational Skills

- Experience in investment/financial services & knowhow of capital markets knowledge

- Strong Teamwork and Collaboration

- Relationship Management & Interpersonal skills

Other Details:

- 5 days working + excellent variable option