Job Description

Relationship Manager - AVPAbout Company:
Our client is a leading mid- market 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 standardsRequirements:- 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 skillsBenefits:- 5 Days working.- Medical Insurance.- PF

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