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Relationship Manager - Senior Manager/AVP



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12-14 Years
20 days ago
18 Viewed
0 Applied

Job Description

About Company:

Our client is a leading midmarket investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles and Responsibilities:

Candidate shall be responsible for:

  • 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


  • 12+ 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


  • 5 Days working.
  • Medical Insurance.
  • PF

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