Relationship Manager – Wealth
Bangalore/Mumbai – 23/09/2024
Job Title
Relationship Manager – Wealth
Job Location – Bangalore/Mumbai
About Merisis Wealth Advisors
Merisis is an integrated financial advisor guiding new-age business founders and HNIs on growth capital, M&A, and wealth management. Founded in 2010, Merisis has advised its clients on a total transaction value of $3 bn including $1 bn of M&As. The team consists of 30+ Investment Bankers, 75+ Wealth Management professionals with offices across 6 cities.
Job Roles and Responsibilities:
- The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects Identify customer needs and provide them with the right financial planning assistance and asset allocation with the help of our Investment Advisory services
- Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet
- Acquire New Clients for the firm and also develop new territories
- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients
- Deliver Sales Targets
- An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue Wealth Management while acquiring new clients as well
Qualification and Experience:
- Excellent written and oral communication skills
- Strong Organizational Skills
- Experience in investment/financial services & knowhow of capital markets knowledge
- Strong Teamwork and Collaboration
- Relationship Management & Interpersonal skills
Salary
Upto 35LPA
