Job Description
Relationship Manager - Wealth Management
Location : Mumbai
Experience : 2 - 4 Years
Key Performance Indicators
• Acquire new clients for the below-mentioned products:
Main Product
• Wealth Products : Equity advisory, PMS, MF, AIF, FD, Structured Products, International Funds, Real Estate Funds, Startup Funds.
Cross-Sell Products
• Private Equity : Fund Raising from VC, MA.
• Debt Syndication : Working Capital Loan, Term Loan / Project Finance, Promoter Loan.
• Merchant Banking : Right Issues, Bonus Issues, Share Buyback, QIP.
• Startup Fund Raising - Pre VC Round.
Skills
• Well versed with MS Excel PPT
• Networking
• Aggressive result-oriented
• Self-motivated
• Interpersonal skills
• Team Player
Qualification
• MBA - Finance/CA/CFA/CFP/Graduation
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
,
This job is provided by Shine.com
Location : Mumbai
Experience : 2 - 4 Years
Key Performance Indicators
• Acquire new clients for the below-mentioned products:
Main Product
• Wealth Products : Equity advisory, PMS, MF, AIF, FD, Structured Products, International Funds, Real Estate Funds, Startup Funds.
Cross-Sell Products
• Private Equity : Fund Raising from VC, MA.
• Debt Syndication : Working Capital Loan, Term Loan / Project Finance, Promoter Loan.
• Merchant Banking : Right Issues, Bonus Issues, Share Buyback, QIP.
• Startup Fund Raising - Pre VC Round.
Skills
• Well versed with MS Excel PPT
• Networking
• Aggressive result-oriented
• Self-motivated
• Interpersonal skills
• Team Player
Qualification
• MBA - Finance/CA/CFA/CFP/Graduation
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
,
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Wealth Management | Bank position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai, offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
