Client Relationship Manager

Excellent job opportunity with our client for Pre-IPO & Wealth Management role at their corporate office in Mumbai, Andheri-East (near railway station) for professional with minimum 4 years of work experience in this field.

Role:

Description:

• Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO, Unlisted Shares, and Wealth Management services.
• Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions, ensuring alignment with their financial goals.
• Business Development: Identify potential clients, pitch investment opportunities, and grow the client base.
• Portfolio Management: Help clients structure and optimize their investment portfolios with a focus on risk management and long-term wealth creation.
• Investment Research: Stay updated on market trends, new Pre-IPO opportunities, and wealth management strategies.
• Client Communication: Maintain strong client relationships through regular communication, portfolio reviews, and personalized investment insights.
• Compliance & Governance: Ensure adherence to SEBI regulations and NISM certification requirements.
• Report & Presentation Preparation: Develop investment proposals, reports, and financial presentations for clients.

Qualifications & Skills:

• Education: PG/MBA in Finance or related fields.

• Certifications: NISM Series 10A & 10B required.

• Should have handled book cover upto 50 crores & above.

• Experience: Demonstrated track record in Wealth Management, Pre-IPO investments, or financial advisory.

Notice period client can wait:

Technical Skills:

Soft Skills:

Industry Knowledge:

Employment: