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03/05 HR
HR Manager at Yo HR Consultancy

Views:35 Applications:27 Rec. Actions:Recruiter Actions:10

Relationship Manager - Wealth Management (2-4 yrs)

Mumbai Job Code: 157766

Relationship Manager - Wealth Management

Location : Mumbai

Experience : 2 - 4 Years


- Acquire new clients for the below-mentioned products:

Main Product :

- Wealth Products: Equity advisory, PMS, MF, AIF, FD, Structured Products, International Funds, Real Estate Funds, Startup Funds.

Cross-Sell Products :

- Private Equity: Fund Raising from VC,M&A.

- Debt Syndication: Working Capital Loan, Term Loan / Project Finance,Promoter Loan.

- Merchant Banking: Right Issues,Bonus Issues, Share Buyback, QIP.

- Startup Fund Raising - Pre VCRound.


- Well versed with MS Excel & PPT

- Networking

- Aggressive & result-oriented

- Self-motivated

- Interpersonal skills

- Team Player


MBA - Finance/CA/CFA/CFP/Graduation

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