Relationship Manager Wealth Management

ABS International

3 - 9 Years
5 Openings
10.0-20.0 Lac/Yr
Bengaluru
Posted 16 days ago

Key Skills

Private Banking HNI Sales Wealth Manager Wealth Advisor Wealth Planning Officer Relation Manager Relationship Manager Wealth Management Relationship Manager Advisory Stock Broking Stock Market Walk In

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Job Description

About Company:

is an integrated and diversified financial services group. The Groups primary businesses include (a) Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance; (b) Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP); (c) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (d) Asset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.

We are looking for a Relationship manager for our wealth management vertical to help us build our business activities.

The relationship manager responsibilities include: bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions.

If you have been dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds, have excellent communication skills, and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone, we would like to meet you.

Create customized financial plans based on investment goals, risk, and performance.

Manage investment portfolios, make investment decisions, and monitor asset performance

Minimize tax liabilities through tax-efficient investments.

Build and maintain strong client relationships on behalf of their organization

Strong grasp of different types of asset classes, including MF, AIF, Insurance and other structured products.

Familiar with financial and compliance regulations and fiduciary responsibilities

Qualifications:

Master's degree in Finance, MBA or equiva

Experience : 3 - 9 Years

No. of Openings : 5

Education : Any Bachelor Degree, B.Com, Any Master Degree, M.C.A, M.B.A/PGDM, M.Com, CA, ICWA

Role : Wealth Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

About ABS International

ABS INTERNATIONAL is an executive search firm dedicated to serving recruitment of well-known, respected clients seeking top talent in a variety of industries and levels. We are Mumbai( Kalyan) based consultancy catering to recruitment and manpower needs of corporate across the globe. To provide best quality from talent pool to the employers, and help to place the right candidate at right time, we provide search at all the levels senior, Middle and Entry level positions.rnrnWe are a committed team of experts who offer HR Consulting and distinctive recruitment solutions to assist our clients in achieving greater success and effectiveness. We actively collaborate with customers as part of our approach so that we can fully comprehend each person's unique needs. In India, we provide hire-to-exit services to businesses and startups.