
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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- Motivated, self-driven individual who is looking to work in a lean and dynamic team.
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- Preferred proven ability in penetrating small and large corporations to find decision-makers through various tools & platforms.
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- Demonstrate operational excellence in order to relentlessly and resourcefully meet objectives.
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- Follow up with prospects on a regular basis.
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- Understanding tools & platforms like Mr E, Lusha, Apollo.io, and LinkedIn is a must.
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- Bachelor's degree or equivalent
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Department: Inside Sales – Domestic (B2C)
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- Minimum: SSC (10th Pass) or HSC (12th Pass)
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- Mandatory: English + Hindi
- Preferred: English + Hindi + Any Regional Language
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- Minimum 1 year of experience in:
- BPO Sales (Domestic Voice Process)
- Inside Sales / Tele-Sales
- Collections / Pre-Sales / Lead Generation
- (B2C experience preferred)
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- Excellent communication in English & Hindi
- Confident and persuasive approach
- Strong in up-selling and lead conversion
- Target-driven & self-motivated
- Ability to handle objections and customer queries
- Good listening and interpersonal skills
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- Make outbound sales calls to domestic leads/customers
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- Oversee new member onboarding and member moves out of the space
Events Planning and Execution-
- Build a quarterly calendar of coworking events that engages all stakeholders:
- Current members: Educational (e.g., lunch and learns) and appreciation events (e.g., happy hours and themed parties)
- Future members: Lead generation and sales-related events
- Local community: Identify outside organizers and encourage them to use our event space. Depending on the exact nature, these events should also be used to build COWERKZ's CRM and digital community.
- Manage to the allotted budget
- Present our community professionally
- With your team, oversee the event itself, from catering to a smooth event check-in process to cleanup
Business Development-
- With the owners, be responsible for setting and achieving sales objectives, occupancy rates and pricing
- Conduct tours for prospective members
- Contact the local press and community leaders to generate interest in COWERKZ.
- Maintain a positive relationship with key vendors and our landlord
Facilities and Space Management-
- Manage all centre operations to the satisfaction of members
- Maximize up-time and availability of key facilities assets like the Wifi network, kitchen, printers/copiers
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- Utilize a variety of coworking software applications manage the space and membership
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- Ensuring member data is updated and is current in the cowork platform
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- 2 years experience with increasing responsibility in either a sales or customer service role
- Experience in co -curricular activities a plus.
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- Experience with written content generation in a business environment and basic graphic design skills are a plus
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- Bachelor's degree or equivalent


Business Intelligence Analyst
Role Description:
Ability to drive analysis while leveraging knowledge of digital data and tools, to provide insights
Consulting and helping data customers within the organization to identify next steps within their areas and action on it.
Identifying insights from the data and providing compelling commentary
Effective and persuasive presentation (verbal and written) to project teams and business leaders
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Should be well-versed with SQL and R/Python.
Ability to provide insights and recommendations using strong analytical skills; striving to convince key company decision makers of business benefits of the proposed solutions
High degree of pro-activeness in analyzing customer behavior using available data to influence changes on the website
Understands the digital ecosystem and best practices and applies this knowledge to work
Understands relevant technology applications in his area



