Senior Talent Acquisition Specialist at SKS Recruitment - SKS Enterpprises
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Relationship Manager - Wealth Wealth Management/Sales - Bank (5-7 yrs)
Position Name : Relationship Manager
Location : Mumbai/Bangalore/Delhi
Experience Range : 5-7 yrs
Mandatory Requirement :
- Client Acquisition
- HNI Client
- Wealth Product
About the client :
- 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. They are a trusted Investment bank servicing customer with the best results in advisory in their investments, the best corporates for their growth & capital need and families in managing their wealth. Led by seasoned bankers, they work with the largest and the most reputed investors.
Job Roles and Responsibilities:
- Onboarding, Handling and Managing HNI / Ultra HNI clients.
- Accountable for achieving Annual revenue, AUM and 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 bird's eye view.
- Service existing clients with the support of the client servicing team
- Adherence to all regulatory, statutory, and corporate compliance standards
Qualification and Experience :
- Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
- English is mandatory and command of the local language would be beneficial.
- Ability to work in tandem with our channel partner and generate leads & business.
- Good communication and presentation skills
Other Details :
- 5 days working
- Work from the office
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