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Sales/Relationship Manager
Merito
Sales/Relationship Manager
Merito's logo

Sales/Relationship Manager

at Merito

Agency job
via Merito
2 - 5 yrs
Best in industry
Ahmedabad
Skills
Business relationship management
Customer Relationship Management (CRM)
Sales

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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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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