Investment Relationship Specialist

TIE-UPS is hiring for a Leading Equity Firm in India. Operating in all metros .

• Excellent paymaster. Diversifying into NBFC Domain

JOB TITLE Relationship Manager - Investment Banking & Wealth Domain

Job description-

Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, and advise them on different products to achieve their wealth goals.

Required Candidate profile

MBA - with proven & progressive financial services and / or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products

Role : Wealth Manager

Department : BFSI, Investments & Trading

Education

UG : Any Graduate

Key Skills

Wealth & Equity Domain, Portfolio Management, Relationship Management, wealth management,

Compliance, Client Acquisition, HNI Client Handling, High NetWorth client relations, wealth products, AUM, TRV, financial planning, Business Development, premier clients