Relationship Manager - Wealth Management

Relationship Manager - Wealth Management

Location : Mumbai

Experience : 2 - 4 Years

KEY PERFORMANCE INDICATORS :

- Acquire new clients for the below-mentioned products:

Main Product :

- Wealth Products : Equity advisory, PMS, MF, AIF, FD, Structured Products, International Funds, Real Estate Funds, Startup Funds.

Cross-Sell Products :

- Private Equity : Fund Raising from VC, M&A.

- Debt Syndication : Working Capital Loan, Term Loan / Project Finance, Promoter Loan.

- Merchant Banking : Right Issues, Bonus Issues, Share Buyback, QIP.

- Startup Fund Raising - Pre VC Round.

SKILLS :

- Well versed with MS Excel & PPT

- Networking

- Aggressive & result-oriented

- Self-motivated

- Interpersonal skills

- Team Player

QUALIFICATION :

- MBA - Finance/CA/CFA/CFP/Graduation