Relationship Managers – Banking & Investment Management 40 views0 applications

 

Relationship Managers – Banking & Investment Management

Roles and Responsibilities:

  • Responsible for cross selling various financial products to the new set of customers and building depth within the existing relationships.
  • Offer products and solutions across asset classes – Commodities, Structured Products, Estate Planning, Real Estate, Financing solutions to name a few.
  • Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio rewiring of the various client segment.
  • Formulating strategies for expanding the client base by providing investment advice to the clients.
  • Maintaining long-term relationships with existing/new clients for increasing the Asset under Management (AUM) for the company.
  • New client acquisition – acquiring clients through networking, database, market intelligence or reference from existing clients.

Skills and Qualifications required:

  • PG/MBA
  • CFP would be a plus
  • 5- 10 years of Sales experience in direct selling of financial products from any financial services/broking industry.
  • Should have experience in Investment Banking, Broking firms specifically in Wealth Products
  • Candidates having AUM (Asset under Management) size of 20cr & above and good connect among HNIs, UHNIs will have advantage.
  • Should have good communication & presentation skills.
  • Pleasing and positive attitude.
  • Should be a self-starter, proactive & target oriented.

 

Function

Banking & Corporate Finance

Industry

Banking, Financial Services, Brokerage

Desired Qualifications

MBA

Field of Specialization

Finance

Total Years of Experience

10 - 15 years

Budgeted Salary Range

Best in the Industry

Excellent Opportunity

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Founded in 2005, under the leadership of the Group Chairman Mr. Abhishek Bansal, Abans Group has grown from being a trading house to a dynamic and diversified business group. We provide expertise in Broking Services, Financial Services, Non-Banking Financial Services, Gold Refining, and Realty & Infrastructure. In a nutshell, Abans Group is a comprehensive Financial Services conglomerate, providing end-to-end financial services to all its clients. A one-stop-shop, we offer the entire gamut of services catering to retail investors, domestic institutions & foreign institutional investors.

We provide our customers with services like Equity Derivative Markets, Off-shore investments, Portfolio Management Services, Investment Banking & Mutual Funds.

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Corporate Galaxy Human Capital
Response@CorporateGalaxy.com
91-22-42952377
9773772000

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