
Relationship Manager – Senior Manager/AVP
at A leading mid-market Investment Bank
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

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Responsibilities:
1. Data Entry – RTV, Revenue Assurance, Expense Analysis
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3. Accounts Payable and Receivable: Oversee accounts payable and receivable processes, ensuring timely and accurate processing of invoices, payments, and collections.
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Qualifications:
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Hi,
Greetings from LMV Financial Services Pvt Ltd
we have a immediate requirements for Female Telesales officer @Somajiguda
JOB DESCRIPTION:
✅Should have good communication skills and strong interpersonal skills.
✅Responsible for making outbound calls and regular followup on leads.
✅Understand the customer requirements, encourage them to upgrade loans.
⏩Attractive incentives upon successful sales..
⏩Data will be provided by the company.
Required candidate profile:
Position: Telesales officer
Eligible criteria: Any graduate
Gender: Female Preferred
Salary: 10000+ Incentives






