Relationship Manager - Wealth Management (2-4 yrs)
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 VCRound.
SKILLS :
- Well versed with MS Excel & PPT
- Networking
- Aggressive & result-oriented
- Self-motivated
- Interpersonal skills
- Team Player
QUALIFICATION :
MBA - Finance/CA/CFA/CFP/Graduation
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