Senior Relationship Manager/Relationship Manager - Broking Firm

We have an Urgent requirement with a leading Broking firm.

For your convenience, please find below the details for the requirement.

Designation: Sr. Relationship Manager / Relationship Manager

Location: Mumbai

Qualification & Experience: Graduate / Post Graduate.

Primary Functions/Responsibilities:

- Manage & Acquire relationships of HNI 's,Ultra HNI clients and Corporates, retaining & enhancing advisory relationships.

- Offer Wealth Management services through products like Mutual Funds, Structured Products, PMS etc

- To achieve the set Sales /Revenue targets defined for the various Wealth / Investment Products.

- Deliver Investment strategy and solutions to clients directly by advising on building portfolios based on

- Portfolio Management approach and in line with their risk/return profile and goals.

- Constant monitoring and review of select client portfolios based upon timely analysis of markets dynamics.

- Prepare & submit daily meeting /call reports to the Reporting Head.

- Ensure adherence to laid processes and compliance.

- Establish and maintain strong relationships with clients.

Secondary Functions/Responsibilities:

- Responsible for client satisfaction by uniform service delivery and proactively rebalancing their portfolios to match their required asset allocation.

- Provide Market & Business intelligence to reporting head.

- Candidates who has done acquisitions of HNI clients, can apply

- Having experience in Wealth Management around 3-5+ years

- Will be retaining and enhancing advisory relationships.

About our Client:

J R Laddha Financial Services Private Limited

J R Laddha Financial Services Private Limited is a flagship company of 75 year old JRL Group. It is mid-market focused boutique Investment Bank and Corporate Finance Advisors, providing advisory for Private Equity, Mergers & Acquisitions, Debt Capital (Short Tem & Long Term) and Wealth Management services, across spectrum of clients including Corporates, entrepreneurs, family offices and institutional investors.

JRL has a best in class deal team with extensive experience Private Equity, Inbound & Outbound Mergers & Acquisition and Corporate Finance, Wealth Management to Corporates, Institutional Investors, and Family Offices and HNI's as well as deep knowledge of the industries that they serve.

The company has rapidly grown in terms of depth and breadth of services offered, number of satisfied clients, extent of interfacing with institutions / banks and creation of state-of-art infrastructure facilities. We work predominantly with mid-market companies, many of whom are emerging leaders in their segments or have carved a niche for themselves and combine superior execution capabilities, meticulous research, rich transaction experience and a network of global partnerships to help our clients close a variety of strategic financial transactions.

Through our unique brand of culture, we deliver excellence to Clients and opportunity to employees, both with an aspiration to exceed expectations.

Website - http://jrladdha.in/

Please send us an updated word copy of resume :

Pooja Sawant
Manager
Enigma Executive Search
9930744108