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Wealth Manager/Relationship Manager - Bank (6-15 yrs)
Position: Wealth Manager / Relationship Manager
Location: Mumbai, Delhi, Bangalore, Hyderabad, Chandigarh, Jaipur, Kolkata & Ahmedabad.
Experience: 6-15 years
Educational Qualifications:
- Graduation/ post-graduation from a recognized institute.
- AMFI / IRDA and NCFM certifications.
About the Client:
Our client is a Delhi based corporate part of a diversified Financial Services Group who bring together a comprehensive knowledge base with over two decades of experience to design customized solutions. The investment solutions cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions. The key products are MF, Bonds, AIF, Unlisted shares, Trading - Equity, Commodities & Currency, in house Arbitrage strategy, MLD, Corporate FDs, Loans - Secured & Unsecured and Real Estate advisory.
Job Profile:
The Wealth Manager will be responsible for acquiring new HNI clients and maintaining the existing relationships by offering customized wealth management services. The key focus is on growing the book/AUM and generating revenue along with offering a customized portfolio of investment products aligned to customer needs.
Key Responsibilities:
- To Provide financial solutions to the Wealth Customers in line with the client's risk reward expectations.
- Increase the customer wallet share by cross selling the Investment Banking products (structured) along with third party investment products.
- Comply with KYC/SEBI rules, regulations and legislation governing the financial industry.
- Maintain high service standards with complete transparency, trust and integrity.
Candidate Profile:
- Good communication skills in English and the local language.
- In-depth knowledge of the investment products & financial markets.
- Ability to manage complex situations, handle pressure and meet deadlines.
- Strong interpersonal, relationship and networking skills.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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