
About the Company:
It 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. We pride ourselves in being a trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Led by seasoned bankers, we work with the largest and the most reputed investors.
Location: Ahmedabad
Job Description:
• Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients
• Responsible for managing HNI clients and acquiring new customers
• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios
Requirements:
• Graduate + MBAs from premier institutes
• Relationship Managers with prior experience in a Broking/Private bank/wealth management setup
• Should be an aggressive, result-oriented & self-motivated professional
• Should have experience in handling HNI Client Acquisitions and Relationship Management & service
• Ability to engage clients in meaningful conversations about their finance
• A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile
• Strong interpersonal skills with an ability to generate trust and confidence in clients
• The candidate should be self-driven and aspire to move up the ladder, with the growing organization by building up and leading their own teams independently

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Who We Are? Square Yards is a technology-enabled O2O transaction and aggregator platform for Global Real Estate. It offers a comprehensive, integrated menu of Global Property & Asset Portfolio. We have over 12,500+ satisfied customers worldwide through our direct presence in 40 cities in 10 Countries including India, UAE, Qatar, Oman, Singapore, UK, Hong Kong, Malaysia, Australia and Canada. Our range of portfolio includes Square Capital, Square Connect, Bling Events & Square Marketing Technologies Company website: https://www.squareyards.com" target="_blank">https://www.squareyards.com
Qualification : Graduation ,Post graduate /MBA Industry:
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Experience: 0-5 years
Job description:
1. Build good Working relationship among Brokers and Clients.
2. Understand the core values of the company and its goals.
3. Research the market and related products for possible business opportunities.
4. Present the product favorably and in a structured professional way face to face.
5. Maintain and Develop relationships with channel partners in person and via telephone calls and e mails.
6. Respond to incoming e mail and Phone enquiries.
7. Act as a contact between our company and its existing and potential markets.
8. Negotiate the terms of an agreement and close deals.
9. Challenge any objections with a view to getting the customer to buy.
10. Advise on forth coming product developments and discuss special promotions to the brokers




