Recruitment Head at Calibre Source
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Relationship Manager - Sales - Investment Banking (2-7 yrs)
Looking for RM role for Bangalore location.
- No Targets
- Managing existing clients and on-boarding prospects
- Understand the Risk profiler of the client and create Investment policy statement (IPS)
- Co-ordinate with the Investment Committee and build the detailed Investment Plan
- Draw references from IPS and assist in building the Asset Allocation and deployment strategy
- Assist in performing the portfolio audit of all the prospects and preparing a quick summary presentation
- Tracking Deployment and Reconciliation
- Basis the deployment strategy - coordinate with the operations team for execution
- Post execution - perform client specific reconciliation
- Tracking the third party investments made by clients, seeking reports etc for analysis
- Checking internal software/reporting system for periodic accuracy
- Co-ordination with clients for all periodic bank statements and other statements and inform the product/research team
- Reviews and presentation
- Preparing periodic monthly short summary of client portfolios
- Preparing detailed quarterly review covering asset allocation and future strategy
- Ad-hocs and Others
- Act as a first point of contact for all the queries related to client
- Record all the queries and keep a track of deliverables
- Co-ordinator for all the channel partner/cross vertical tasks: Tax filing/CA, Real estate, etc
- Co-ordination with custody team and ensure smooth execution of transactions
- Reporting/MIS, Reconciliation of the transaction data - NSE, AMC statements, D-mat
Other Requirements :
- Candidate should keep oneself updated on the latest developments in financial space, also should have advance excel skills & Written/Spoken English.
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