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    Relationship Manager - Pune, India - Merito

    Merito
    Merito Pune, India

    2 weeks ago

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    Description
    Job Description
    About 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 standards

    RequirementsRequirements


    • 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

    BenefitsBenefits

    • 5 Days working.
    • Medical Insurance.
    • PF


    Requirements

    • 8+ years of experience in Wealth Management space
    • 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
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