Weath Relationship Manager

  Edelweiss Ltd.

  India   MBA, CA, CFA   450,000 to 970,000  INR | PA  Skills : Relationship management, Finance

Job Description

 
  • Identify, develop, and manage client relationships deliver a suite of services and products catered to the client’s requirements
  • Negotiate & structure transaction proposals that cater to the client requirements and meet their broader investment objectives
  • Act as the primary point of contact and overall relationship manager for those clients. Support the client wherever possible & be the first port of call for those clients. Deepen relationships with

Key Responsibilites

 
  • Total of 10 years of work experience of which minimum 5 years of experience handling UHNI Clients in Private Wealth units of domestic banksNBFCs Private wealth platforms
  • Preferred: Financial Advisors, Relationship Managers from both corporate and private banking roles in banks and NBFCs.
  • Understanding of broader economy global and local, knowledge of capital markets, various asset classes.
  • Ability to decipher client psyche and risk profile.

Important Points

  Ability to decipher client psyche and risk profile.

 Posted On : 2022-08-23

 Last Date : 

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