29 Oct
Merito
Kannur
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> 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.
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> Roles & Responsibilities :
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> - Handling and managing HNI clients.
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> - Achieving annual revenue, AUM & Strategic product targets in the respective geography.
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> - Servicing existing clients with the support of client servicing team.
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> - Adhering to all regulatory, statutory, and corporate compliance standards.
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> - Effectively networking across markets and generating potential business leads.
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> Requirements
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> - 5+ years of experience in Wealth Management.
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> - Must be graduate and have great command over English & Regional Language.
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> - Should have strong communication and presentation skills.
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> - Excellent Relationship Management skills.
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> - Extensive HNI client handling & transaction closure experience.
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> - Strong blend of analytical thinking and operations execution.
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▶️ Wealth Relationship Manager-Kannur
🖊️ Merito
📍 Kannur