Senior Relationship Manager - Private Client Group

Organization : Midas Fintech Solutions Pvt Ltd (www.midasfintechsolutions.com)

- Midas is a fintech company focused on building state of art technological solutions for algorithmic trading, Investments, and analytics for Global Financial Markets. Head Quartered in Mumbai, Midas is aiming to develop strong presence in GIFT City (Gandhinagar), London, New York & Singapore in coming time.

- Midas, brainchild of passionate and progressive minds, has one of the highly motivated teams of creators serving sophisticated clients across affluent, HNIs, Ultra HNIs, Family offices & Institutions. This is an excellent platform for personal and professional development within a highly committed and collaborative team in a Mission driven and result driven Environment. We are known for creating sophisticated Investment Technologies and delivering robust Investment Solutions for Clients wealth creation journey in an innovative and simplistic manner. We stand for Entrepreneurial approach in the identification of business opportunities, paired with a result driven work attitude and high level of flexibility.

Founder : Mr. Darshit Shah

- Darshit has spent 18+ years in Indian Equities across various roles as Entrepreneur, Investor and as Investment Banker in the Global Financial Industry. Before Midas, he Co-founded the "Ace Lansdowne Group" - Joint Venture between his Co-promoted Entity and Lansdowne Partners, one of the leading Investment Management Partnership from UK. Prior to his entrepreneurial progression, Darshit has spent a decade in Investment Banking as the Head of the Business Development and Institutional Sales for the UK and European Markets at Motilal Oswal and ICICI Securities Limited. Outside of work, he enjoys reading psychology, philosophy, and spiritual publishes.

Position Title : Senior Relationship Manager - Private Client Group

Location: Worli, Mumbai

Experience : 5+ of relevant experience in Private Banking, Wealth Management, Investment Advisory.

Qualification : MBA/PGDBA/CA/CFA/FRM/Engineering will be preferred.

- As Senior Relationship Manager, you collaborate in acquiring and leading client relationships, providing Proprietary Investment solutions & services tailored to the sophisticated needs of affluent, HNIs & Ultra HNIs clients.

- You will have the opportunity to present unique and a very profitable Investment solutions and services supported by a Robust Technological Ecosystem for Clients.

- As a specialist with knowledge and product expertise in providing solutions for clients in the creation, management, and transfer of their wealth, you will work towards specific individual, team, Asset under Management as well as revenue targets.

- You are required to deliver superior service to clients and seek opportunities to collaborate with other business divisions and specialist to deliver cross selling opportunities.

Skills & Expertise :

- Exceptional personal and professional network within the HNI, Ultra HNIs, Family Office segment.

- Proven Track record of client acquisition and management of wealth of clients.

- Excellent client and service orientation as well as outstanding communication skills when interacting with sophisticated entrepreneurs and leaders.

- Strong financial product knowledge and technical competence in understanding, developing, and delivery of Investment Solutions.

- Excellent Presentation and Interpersonal skills.

- Drive and motivation to work in a Mission Driven, target oriented and high-performance culture.

- Entrepreneurial and Innovative approach in the identification of business opportunities, paired with result driven work approach and high level of flexibility.

- Proficiency in English as well as native language spoken by the clients (in respect Geographical area).

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