Wealth Relationship Manager - Finance Broking Firm

KEY RESPONSIBILITIES

- Identify, develop, and manage client relationships deliver a suite of services and products catered to the clients requirements

- Negotiate & structure transaction proposals that cater to the client requirements and meet their broader investment objectives

- Act as the primary point of contact and overall relationship manager for those clients. Support the client wherever possible & be the first port of call for those clients. Deepen relationships with existing clients

- Leverage the integrated Edelweiss Platform, establish synergies to scope opportunities continuously for clients

- Client segment: UHNW clients with Financial Assets of INR 25 Cr & above

EXPERIENCE

- Total of 10 years of work experience of which minimum 5 years of experience handling UHNI Clients in Private Wealth units of domestic banks NBFCs Private wealth platforms

- Preferred: Financial Advisors, Relationship Managers from both corporate and private banking roles in banks and NBFCs

QUALIFICATION

Graduate, MBA, CA, CFA

FUNCTIONAL COMPETENCIES

- Understanding of broader economy global and local, knowledge of capital markets, various asset classes

- Ability to decipher client psyche and risk profile

- Experience in investment or financial services

BEHAVIORAL COMPETENCIES

- Ability to think BIG, High on Integrity, Passion, Ambition & initiative, Perseverance, Entrepreneurial mindset

- Relationship management skills, interpersonal skills, collaboration, excellent communication and articulation skills, team player

Due to Covid -19 Temporarily Work Remotely

Share your resume in below mentioned format mandatory

Name

Organization

Designation

Location

Total Experience

Previous Firms

AUM (INR

Revenue in last FY (INR

Your comments