Investment Banking Manager

Phoenix Cap

3 - 8 years

12 - 18 Lacs

ahmedabad

Posted:10 hours ago| Platform:

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Skills Required

portfolio management investment banking investment advisory equity research portfolio planning investment management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities:

Candidate to acquire Ultra HNI portfolio of client .

Responsible for onboarding of clients and relationship Management.

Candidate to keep MIS and tracking of all asset investment of Client.

Excellent client communication and relationship building is the key responsibility.

Business Development:
Identifying and pursuing opportunities to expand the client base and increase revenue through the sale of banking products (liabilities, assets, and fee-based products).
Portfolio Management:
Conducting client portfolio reviews, recommending suitable investment options, and ensuring client satisfaction.
Client Servicing:
Addressing client queries, resolving issues, and ensuring a high level of customer service.
Sales Initiatives: Planning
and executing sales initiatives and events to acquire new clients and engage existing ones.

Preferred candidate profile

Experience:
Typically requires 3-8 years of experience in relationship management, particularly with HNI clients.
Knowledge:
Strong understanding of banking products, wealth management, and investment solutions.
Skills:
Excellent communication, interpersonal, sales, and decision-making skills.
Education:
Generally requires a graduate or postgraduate degree, often with AMFI/IRDA certification.

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