Relationship manager- custody / aif / capital markets

Opening with a leading Private Sector Bank..!!

Role : Relationship Manager- Custody / AIF / Capital Markets

Location : Mumbai

Roles & Responsibilities :

• Mining, identifying, and acquiring leads of family Offices, Wealth Managers, Private Equity and Investment Advisors as well as generating leads from service providers such as CPAs, Law firms etc.
• Managing and growing existing business and client relationships by constant engagement for additional businesses and references.
• Managing Sales Activities and achieving monthly targets across products and services.
• Responsible for preparing yearly budgets and strategies for achieving the targets.
• Providing relevant information and feedback regarding competitors and their offerings, thereby helping product team to derive product variants and adding value to existing products and services.

Interested candidates please share your CV on

#investmentmanagement #investmentbanking #wealthmanagement #wealthmanager #wealthmanagers #privateequity #venturecapital #investmentadvisors #investmentadvisor #CPA #trustees #lawfirms #AIF #alternativeinvestmentfund #PMS #custody #FPI #capitalmarket #capitalmarkets #FDI #relationshipmanager #rm #relationshipmanagement #familyoffice #familyoffices