Search by job, company or skills

Latest Jobs, Job Vacancies, Recruitment - foundit Formerly Monster. Search 500,000 + Jobs openings . Apply online IT, Sales, Banking, Fresher, Walk-ins, Part time, Govt jobs, etc. on foundit Formerly Monster. Post your resume now!.

Senior Manager / AVP - Relationship Manager

Merito

    Highlights

    Job Description

    More Info

    Recruiter Info

8-10 Years
20 days ago
19 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 & 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

Location: Pune, Bangalore

Requirements

  • 8+ yrs years of experience in Wealth Management space
  • Strong leadership and team management skills.
  • 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
Follow
Save
Report

Similar Jobs

Senior Manager or AVP

Company Name Confidential
Last Updated: 29-05-2024 09:36:32 AM
Home Jobs in Pune Senior Manager / AVP - Relationship Manager
Beware of Scammers

We don’t charge money for job offers