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    Relationship Manager - Mumbai, India - Merito

    Merito
    Merito Mumbai, India

    1 week 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:
    • Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients
    • Responsible for managing HNI clients and acquiring new customers.
    • To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios.


    Requirements

    • Graduate + MBAs from premier institutes
    • Minimum 2 -5 years into PCG / HNI Broking
    • Relationship Managers with prior experience in a Broking/Private bank/wealth management set up.
    • Should be aggressive, result-oriented & self-motivated professional.
    • Should have experience of handling HNI Client Acquisitions and Relationship Management & service.
    • Ability to engage clients in meaningful conversations about their finance.
    • A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile.
    • Strong interpersonal skills with an ability to generate trust and confidence in clients.
    • Over the years, candidate should be self-driven and aspire to move up the ladder, with the growing organization in building up and leading own teams independently


    Benefits

    5 Days working.
    Medical Facility.
    PF.

    Requirements
    Graduate + MBAs from premier institutes Minimum 2 -5 years into PCG / HNI Broking Relationship Managers with prior experience in a Broking/Private bank/wealth management set up. Should be aggressive, result-oriented & self-motivated professional. Should have experience of handling HNI Client Acquisitions and Relationship Management & service. Ability to engage clients in meaningful conversations about their finance. A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile. Strong interpersonal skills with an ability to generate trust and confidence in clients. Over the years, candidate should be self-driven and aspire to move up the ladder, with the growing organization in building up and leading own teams independently
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