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Relationship Manager – Senior Manager/AVP
Relationship Manager – Senior Manager/AVP
Merito's logo

Relationship Manager – Senior Manager/AVP

Agency job
via Merito
8 - 15 yrs
₹21L - ₹30L / yr
Bengaluru (Bangalore), Delhi
Skills
Portfolio management
Mutual funds
Business relationship management
Customer Relationship Management (CRM)
Wealth management
Investment banking
Investment management

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

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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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About Merito

Founded :
2021
Type :
Services
Size
Stage :
Bootstrapped

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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Shubham Vishwakarma

Full Stack Developer - Averlon
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