Relationship Manager - Wealth

Alpha AlternativesMumbai, India

13 hours ago

Job description

The person shall be responsible :

To build and manage relationships with UHNI's in designated location including family offices and Corporates.
To think strategically about building and scaling up a client relationship management platform
To understand the nuances of each product and strategy and build investor portfolio accordingly
To conceptualise and deliver quality advise and excellent investor service
Continuously explore referencing and cross selling opportunities across the various investment management products of the firm

Desired Profile :

Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMCs etc

MBA from premium business schools / CA / CFA or equivalent may have an edge

Direct linkage with / relationships with UHNI's and corporates across location

Proven sales experience in a client relationship role within the wealth management / Corporate Banking / Asset management space

Team player with an entrepreneurial predisposition and strong interpersonal and managerial skills.

Intellectually strong with high levels of energy.

(ref : iimjobs.com)

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Relationship Manager • Mumbai, India