Explore career opportunity with a leading Investment Bank and Business Advisory Firm offering services in the fields of Mergers & Acquisitions, Private Equity, Complex Debt Solutions, Operations / Business Consulting and Enterprise Risk & Tax Service. We are growing into new segments like Merchant Banking, NPA management, ARC, NBFC and structured finance. We have our presence in Gurgaon, Mumbai, Bangalore and Kolkata.
Company is currently looking for a Senior Relationship Manager / Associate Director to build growth momentum.
Position: Senior Relationship Manager / Associate Director
Job Location: Gurugram
Years of Experience: 6+ Years
Qualification: CA/ CFP/ MBA with 6+ years experience in financial services industry.
Sales and Distribution of financial products like mutual funds / portfolio management services / structured products / private equity products / corporate fixed deposits and bonds & debentures.
Sales and distribution of life and non-life insurance products across all insurance companies in India
Offer advisory on primary and secondary real estate opportunities and mortgage products.
Responsible for new client acquisition and managing the overall client relationship.
Explain the concept of financial planning to clients and work closely with clients for creation and implementation of their financial plans.
Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Prepare and interpret clients information such as investment performance reports, financial document summaries, and income projections.
Answer clients' questions about the purposes and details of financial plans and strategies.
Deep understanding of the financial products mutual funds, bonds, corporate fixed deposits, life and non-life insurance, real estate and mortgages.
Conduct seminars and workshops on financial planning topics.
CA/ CFP/ MBA with 6+ years experience in financial services industry.
Very strong sales and people skills with an ability to handle large client portfolios.
A deep understanding of the financial advisory business process.
Proven people, business and project leadership & negotiation experience.
Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills
Some key highlights about the company:
Closed more than 150 transactions across sectors
Successfully advised on transactions worth more than USD 500 million in 2013
Dedicated team of specialists in key instruments and services with entrepreneurial structures Established
Business partners in Europe, US, Middle East, Africa and Australia
Well established relationships with all the key Banks, FIs, Investors, Industry Thought Leaders and Policy Makers
Representation by our members in leading government institutions and industry bodies.
If the mentioned opportunity is relevant and of your interest, share your updated CV in the word format along with the following information to take this ahead.
Total Years of Experience :
List down your key skills relevant for this opportunity :
Reason for Change:
Desired Candidate Profile
Qualification CA/ CFP/ MBA with 6+ years experience in financial services industry.
Work Experience Required 6-12 Years
Job Location(s) Gurugram
UG: Any Graduate - Any Specialization
PG:Any Postgraduate - Any Specialization, MBA/PGDM - Any Specialization, CA
Doctorate:Doctorate Not Required
View Contact Details
Prowess India Consulting Services
A Leading Client of Prowess India Consulting Services
IEIL has taken all reasonable steps to ensure that information on this site is authentic. Applicants are advised to research bonafides of advertisers independently. IEIL shall not have any responsibility in this regard. We also recommend that you visit Security Guidelines
and Terms and Conditions
for more comprehensive information on this aspect.