Relationship Manager - Wealth Management -
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
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
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
0 page views
Related listings
-
Counter Sales AssociateBank• | 0 - 10 Years • | 100000 - 200000 Job ID JB_JOB26983 Description -Greeting customers and taking orders. -Processing payments. -Assisting customers with queries and providing solutions quickly. -Possessing excellent product knowledge to inform and ...2026/11/09
-
Yarn Sales and marketingBankRole Definition To expand the trading business in these markets with reputed customers by leveraging the knowledge and global reach of Texperts in textile sourcing and marketing. To establish Texperts as a reliable supplier for all textile products p...2026/11/09
-
Store ManagerBankIs responsible for over all store operations. An average store has approximately 150 staff with floor area of approx 20,000 square feet and having approximately 10,000 SKUs. Is responsible for store opening/closing based on the shift. Conduct Daily b...2026/11/09