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
Shubham Vishwakarma
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Machine Learning (ML)
Data ScienceAbout Us
Mindtickle provides a comprehensive, data-driven solution for sales readiness and enablement that fuels revenue growth and brand value for dozens of Fortune 500 and Global 2000 companies and hundreds of the world’s most recognized companies across technology, life sciences, financial services, manufacturing, and service sectors.
With purpose-built applications, proven methodologies, and best practices designed to drive effective sales onboarding and ongoing readiness, mindtickle enables company leaders and sellers to continually assess, diagnose and develop the knowledge, skills, and behaviors required to engage customers and drive growth effectively. We are funded by great investors, like – Softbank, Canaan partners, NEA, Accel Partners, and others.
Job Brief
We are looking for a rockstar researcher at the Center of Excellence for Machine Learning. You are responsible for thinking outside the box, crafting new algorithms, developing end-to-end artificial intelligence-based solutions, and rightly selecting the most appropriate architecture for the system(s), such that it suits the business needs, and achieves the desired results under given constraints.
Credibility:
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- To learn in a continuous mode, upgrade and upskill along with publishing novel articles in journals and conference proceedings and/or filing patents, and be involved in evangelism activities and ecosystem development etc.
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As an organization, it’s our priority to create a highly engaging and rewarding workplace. We offer tons of awesome perks, great learning opportunities & growth.
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1. Sales Readiness Explained: https://www.youtube.com/watch?v=XyMJj9AlNww&;t=6s
2. What We Do: https://www.youtube.com/watch?v=jv3Q2XgnkBY
3. Ready to Close More Deals, Faster: https://www.youtube.com/watch?v=nB0exreVU-s
To view more videos, please access the below-mentioned link:
https://www.youtube.com/c/mindtickle/videos
Mindtickle is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.
Your Right to Work - In compliance with applicable laws, all persons hired will be required to verify identity and eligibility to work in the respective work locations and to complete the required employment eligibility verification document form upon hire.
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Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon