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 bird’s eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of the client servicing team
• Adherence to all regulatory, statutory, and corporate compliance standards
Requirements
• 8+ years of experience in the Wealth Management space
• Must have completed an MBA from a premier business school.
• 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
Shubham Vishwakarma
Full Stack Developer - Averlon
About Merito
About
Merito.ai is a full stack talent services company.
We are a curated talent platform where we identify, assess, and connect candidates to matching job opportunities. We are working with the mission to change the way hiring is done.
Our clients are India's fastest-growing startups that are looking to hire quality talent to fuel their growth.
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Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon