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Alpha Alternatives - Relationship Manager - Capital Raising - CA / CFA / IIM / ISB / MDI / FMS
Alpha AlternativesPune, India10 hours ago
Job descriptionProfessional 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.
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 :
(ref : iimjobs.com)
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Relationship Manager • Pune, India
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