Explore career opportunity with a leading Investment Bank and Business Advisory Firm offering services in the fields of Mergers & Acquisitions, Private Equity, Complex Debt Solutions, Operations/Business Consulting and Enterprise Risk & Tax Service. We are growing into new segments like Merchant Banking, NPA management, ARC, NBFC and structured finance. We have our presence in Gurgaon, Mumbai, Bangalore and Kolkata.

Company is currently looking for a Senior Relationship Manager/Associate Director to build growth momentum.

Position: Senior Relationship Manager / Associate Director

Job Location: Gurugram

Years of Experience: 12+ Years

Qualification: CA/ CFP/ MBA with 12+ years- experience in financial services industry.

Job Description:

- Sales and Distribution of financial products like mutual funds / portfolio management services / structured products / private equity products / corporate fixed deposits and bonds & debentures.

- Sales and distribution of life and non-life insurance products across all insurance companies in India

- Offer advisory on primary and secondary real estate opportunities and mortgage products.

- Responsible for new client acquisition and managing the overall client relationship.

- Explain the concept of financial planning to clients and work closely with clients for creation and implementation of their financial plans.

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

- Prepare and interpret client's information such as investment performance reports, financial document summaries, and income projections.

- Answer clients' questions about the purposes and details of financial plans and strategies.

- Deep understanding of the financial products - mutual funds, bonds, corporate fixed deposits, life and non-life insurance, real estate and mortgages.

- Conduct seminars and workshops on financial planning topics.

Key Skills:

- CA/ CFP/ MBA with 6-12+ years- experience in financial services industry.

- Very strong sales and people skills with an ability to handle large client portfolios.

- A deep understanding of the financial advisory business process.

- Proven people, business and project leadership & negotiation experience.

- Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills

Some key highlights about the company:

- Closed more than 150 transactions across sectors

- Successfully advised on transactions worth more than USD 500 million in 2013

- Dedicated team of specialists in key instruments and services with entrepreneurial structures Established

- Business partners in Europe, US, Middle East, Africa and Australia

- Well established relationships with all the key Banks, FIs, Investors, Industry Thought Leaders and Policy Makers

- Representation by our members in leading government institutions and industry bodies.

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