AVP - RM (Portfolio Management) - Bangalore - Banking 25Lacs Rekrut India

10.0 - 20.0 years

15 - 25 Lacs

Bengaluru

Work from Office

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

Posted 4 days ago

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Lead Structured Product & Solutions Yubi

4.0 - 8.0 years

4 - 8 Lacs

Chennai, Tamil Nadu, India

On-site

Responsibilities Understand the deal contours and structuring the deal basis the investor and client requirements Preparation of Term sheets, Cash Flows, Liasing with Lawyers for definitive Documentation Understanding the law and regulations with respect to Yubi product offerings to facilitate the negotiations on complex legal documents. Coordinating with multiple counterparties such as Issuer, Investors, Trustee, Law Firm, Rating Agency, Stock exchange, Depository, RTA, Auditor etc. to facilitate the execution process. Addressing queries with regards to cash flows or Bond/PTC details to investors and/or Issuers Helping Sales/Ops team with specific Bond/PTC related inputs, cash flows if needed Have good relationship management skills, which is required to interact and manage issuers Requirements Required skills CA or MBA with 4-8+ years of experience in financial services Strong understanding of debt capital markets with experience on structured products Structured finance desk of CRAs, DCM desks or bank RMs which who make product notes Decent at mathematics, excel modelling high level of analytical skills Excellent communication and presentation skills Possess a good eye for detail and ability to work effectively under pressure Demonstrate high level of analytical skills

Posted 1 month ago

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AVP - Wealth RM (Portfolio Management) - Bangalore - Banking 25Lacs Rekrut India

10 - 20 years

15 - 25 Lacs

Bengaluru

Work from Office

Posted 2 months ago

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