AVP - Wholesale Business Client Support - Investment Bank

AVP - Wholesale Business Client Support for a well-known investment bank

The Opportunity: (Brief Overview of the Role):

- This role forms an integral part of the overall sales support coverage model for the Wholesale client channel.

- Based in Bangalore the role will encompass responsibility of client servicing and business development.

- This role will require in-depth knowledge of AMG (Asset Management) solutions and the ability to assess product positioning to meet Client needs.

The successful candidate will be responsible for the following :

- Coordination and ownership of Sales & Service support processes for the Wholesale distribution channel within Asset Management

- The role holder will be responsible to oversee the production and distribution of client reports and investment review meeting materials to support wholesale sales & client service team

- The role holder will be responsible for oversight of setting up and maintaining Client records in CRM and supporting bespoke client servicing requests and business acceptance processes

- The role holder would be responsible for the timely delivery of RFIs', DDQs' and other bespoke client servicing requests.

- Assist the onshore team in completion legal arrangements i.e. Distribution Agreements / Rebates

- Said individual will play an active role in building up new processes and suggesting improvements and enhancements to existing ones

- Contribute to the efficiency of the Client Service team

- Contribute proactively to the overall sales process, growth strategy and client contact strategy

- Build strong relationships with Front office, Product and Marketing teams

What you will need to succeed in the role: (Minimum Qualification and Skills Required):

- Qualification - Post Graduation / MBA / or equivalent qualification from a reputed institute

- Excellent proficiency in written and verbal English

- Capital Markets Industry certifications preferred

- Overall experience of 8 years or above preferably in the Asset Management and Capital Markets industry

- Knowledge of financial products & their role in the Asset and wealth management business

- Experience in Client Relationship Management, client reporting, sales & service support operations for Distributors/Platform/Institutional clients

- Experience in supporting Wholesale Sales team and handling CRM tools in maintaining client relationship data

- Experience in handling Wholesale/Institutional client service requests - regular and ad-hoc (Reports, Materials, etc.)

- Knowledge of financial markets, macro-economic environment, theory, tools and strategies

- Ability to be persuasive, pragmatic in approach

- Ability to distill complex and varied data into information; good process analysis and problem solving skills

- Excellent written, verbal & presentation (including advanced PowerPoint) communication skills

- Stakeholder management is a critical attribute, the ability to work as a team player is must.

What additional skills will be good to have? (List out good to have skills and certifications):

- Knowledge of Institutional and fund business

- Technical knowledge about various products and strategies - Fixed Income, Equities, Multi Asset and Alternatives

- Attention to detail and quality focused

- Analytical thinking and good with designing new workflows

- CFA certification is an addition