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
Shubham Vishwakarma
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