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Senior Relationship Manager

Senior Relationship Manager

EdgeVantage

8 years

20 - 27 Lacs

Bengaluru Karnataka India

Posted:13 hours ago| Platform:

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Skills Required

management transparency planning portfolio drive risk service support compliance leadership communication presentation analysis

Work Mode

On-site

Job Type

Full Time

Job Description

About The Company

Our client is a leading player in the mid-market investment banking and financial services space, with strong capabilities across M&A, Private Equity, Capital Markets, Institutional Equities, Wealth Management, Family Office, Asset Management Services, and Insurance Broking.
Their wealth management arm, established in 2018 by a group of experienced professionals, provides a holistic and client-centric platform for managing wealth. They cater to individuals, families, and corporates with a focus on transparency, comprehensive financial planning, and personalized service.The firm offers a wide range of investment solutions, including:

Mutual Funds
Primary and Secondary Debt
Real Estate
Market Linked Debentures
Alternate Investment Funds (AIFs)
Tax Advisory & Estate Planning
Offshore Products
Unlisted Securities
Portfolio Management Services (PMS)
Investment Advisory

Onboard, manage, and maintain relationships with HNI and Ultra HNI clients
Responsible for meeting annual revenue, AUM, and strategic product targets in the assigned region
Drive consistent growth in wallet share and book size
Advise clients on investments based on their risk profile and financial objectives using structured financial solutions
Conduct regular portfolio reviews and provide strategic investment insights
Collaborate with a key banking partner to generate leads and grow AUM
Provide high-quality service to existing clients with the support of a dedicated servicing team
Ensure compliance with all regulatory and internal policies and standards

Role Requirements

Minimum 8 years of experience in the wealth management industry
Proven leadership and team management abilities
MBA from a premier business school
In-depth understanding of wealth management products such as Mutual Funds, Bonds, PMS, AIFs, Private Equity, etc.
Excellent communication and presentation skills in English; knowledge of the local language is a plus
Ability to work closely with channel partners to generate business and leads

Skills: portfolio management services,alternate investment funds,uhni,unlisted securities,offshore products,market linked debentures,investment advisory,private equity,client relationship management,real estate,estate planning,hni,capital,aif,financial analysis,asset management,nri,mutual funds,communication,wealth management,presentation,tax advisory,bonds,debt instruments,portfolio management

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Senior Relationship Manager