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Graduate/Post Graduate/MBA with 1 year of experience from BFSI
Work Experience 1+ Years of Sales experience,
Preference to NISM Certified candidates with experience in new client acquisition
Critical Skills Required
Relationship Management
Influencing Skills
Technical - Product Knowledge
Presentation skills
Interpersonal skills
Effective Communication
Result oriented with proper adherence to compliance
Negotiation skills
About 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.
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
Requirements
• 8+ years of experience in Wealth Management space
• 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
Role/Title: Functional QA
Location: Mumbai/Bangalore
Fulltime/Permanent role
Notice period should not exceed more than 60days
Job Responsibilities:
Test Analyst:
- Good Communicator, 4 to 7 years, BFSI domain exp.(Investment banking/Capital Market/Wealth Management) is a must.
Skills & tools needed:
- Agile exp. and knowledge, end to end testing, UAT, regression, automation test frameworks.
Testing tools: JIRA, ALM
- Hands-on experience on test planning/test strategy, defect validation, sending status reports
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