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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

In today’s marketing-dependent consumer world, businesses demand innovative brand solutions and our client is engaged in providing brand solutions across businesses. They import renowned global brands & distribute the same. They have a dedicated eCommerce practice to build digital retail footprints for their brands in India. They focus on major categories under FMCG such as F&B, Personal care, etc. and also Home & Fabric Care.

Founded in 2003, our client has over 250 Pan-India Distributors and more than 300 SKUs. They deal with 25+ brands and some of the brands are Mogu Mogu, SAN REMO, Simpkins, Moccona, OMINO BIANCO, etc.

As a Assistant Manager - Business Intelligence, you will be responsible for support building and executing portfolio and respective brand execution strategy by mining, understanding, internalising, and creating action stands about inflow and outflow of information from different internal and external sources.

• Assimilating sales & inventory data streams from different ecommerce partners daily
• Planning different inventory streams for all portfolio brands vis--vis PO requirements
• Building future projection models for brands to support healthy and sufficient inventory capacities

Desired Candidate Profile

• Self direction
• Ability to think beyond operational hurdles