15 Oct
Merito
Kannur
Job Description
About :
A leading mid market investment bank with strong practices around M&A;, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in managing their wealth.
Led by seasoned bankers, we work with the largest and the most reputed investors.
Roles & Responsibilities :
- Handling and managing HNI clients.
- Achieving annual revenue, AUM & Strategic product targets in the respective geography.
- Servicing existing clients with the support of client servicing team.
- Adhering to all regulatory, statutory,
and corporate compliance standards.
- Effectively networking across markets and generating potential business leads.
Requirements
- 5+ years of experience in Wealth Management.
- Must be graduate and have great command over English & Regional Language.
- Should have strong communication and presentation skills.
- Excellent Relationship Management skills.
- Extensive HNI client handling & transaction closure experience.
- Strong blend of analytical thinking and operations execution.
Requirements
5+ years of experience in Wealth Management. Must be graduate and have great command over English & Regional Language. Should have strong communication and presentation skills.
Excellent Relationship Management skills. Extensive HNI client handling & transaction closure experience. Strong blend of analytical thinking and operations execution.
16 hours ago
▶️ Wealth Relationship Manager-Kannur
🖊️ Merito
📍 Kannur