Relationship Manager - Private Wealth - NBFC

Core Responsibilities:

- Understand investment needs & create a long term Asset Allocation plan and managing complete family wealth

- Acquire, manage, and advise UHNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.

- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M&A, and Private Equity

- Identify and execute on new business opportunities with existing clients

- Handle the client's investment portfolio, providing financial research, accurate information and tailor-made financial solutions

3. Desirable Candidate Profile & Experience :

- Understanding in Equities MF, tax planning, financial planning, profiling, fixed income and exotic structures

- Should be relationship-oriented with good interpersonal and people skills

- Impactful communication skills to effectively engage affluent consumers

- Exceptional track record of managing portfolio of UHNI Clients

- MBA, CA, CFA