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
