HR Executive at Forret India Pvt Ltd
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Relationship Management - Wealth (2-10 yrs)
Job Title/Designation: Wealth RM
We are urgently looking for a candidate with Wealth profile for Surat, Ahmedabad & Vadodara (Baroda) location for one of the reputed Wealth Company.
Job Title/Designation: Wealth RM
Job Description:
- Its an Individual Profile.
- The profile is into pure Wealth Products & handling HNI Clients.
- Looking for a Candidature with minimum 2 yrs of Experience in Banking / Securities/ Finance.
- Acquire and to maintain existing relationship with HNI clients by selling them various wealth products. Need to update my clients about market, key policy changes and its effect on investments, asset allocation strategy per market scenario, portfolio review and analysis as per client return expectations, tax implications for different instruments.
- Have to attended many fund managers seminar and concall regularly to get insights. Regularly read news pares, In house research reports for my knowledge.
- Fixed income - Preference share, Perpetual bonds, tax free bonds, company deposits, NCD
- Structure products ELD & NLD
- Equity Products Direct equity, Mutual funds, SLBM, IPO, PMS, AIF
- Real Estate NCD & AIF
- Tactical call : buyback, OFS, Bonus stripping, Dividend stripping, IPO Financing, Private Equity
- Need to engage and to maintain profitable relationship for the company by selling various products as per clients return expectation, risk appetite, and tenure by incremental growth in AUM.
- Learn the requirements of different corporate for their treasury management and timely execution
- Promoter & UHNI investment preferences, TAX aspect, Risk-return equation,
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