About the 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. A trusted Investment bank servicing customers 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, our client works with the largest and the most reputed investors.
Roles and Responsibilities:
• Handling and managing HNI clients.
• Achieving annual revenue, AUM & Strategic product targets in the respective geography.
• Servicing existing clients with the support of client servicing team.
• Adhering to all regulatory, statutory, and corporate compliance standards.
• Effectively networking across markets and generating potential business leads.
Requirements:
• 5+ years of experience in Wealth Management.
• Must be graduate and have great command over English & Regional Language.
• Should have strong communication and presentation skills.
• Excellent Relationship Management skills
• Extensive HNI client handling & transaction closure experience.
• Strong blend of analytical thinking and operations execution.
Benefits:
- 5 days working( Mon-Fri)
- Provident Fund(PF)
- Medical Insurance.