Director at Prishatech India (OPC) Pvt Ltd
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Relationship Manager - Sales - Bank (4-10 yrs)
Philosophy is to target mass affluent/HNI clients (Rs. 3-10 Crore) clients , which is a under-served segment and grow with them.
Offerings include succession & estate planning, financial planning & risk management, capital raise (strong on credit and equity research), strategic stake sales and co-invest opportunities, TPPs like MF, AIF, PMS, Insurance etc..
The role that we are looking for is in Private Wealth, where RMs start off as Principal and move up to Managing Partner. Involves individual and team role.
Its a private banking started operations 15 years back as a pure B2B platform for franchisees and partners. They have invested close to INR 60 Crores for building the platform. So, it's a highly technology driven platform. Currently the AUM managed is approx USD 2 Bio (~ Rs. 15,000 Crores).
