6 Connections India Jobs
Capital Raising Role - Financial Services (7-10 yrs)
Connections India
posted 2mon ago
- We are seeking experienced professional (7+ years-experience) focused on acquiring and managing UHNI relationships in our rapidly scaling platform.
- An ideal candidate would have held a mid-senior position in a similar profile, has existing UHNI client relationships and aspires to build it to next level.
The person shall be responsible:
- To build and manage relationships with UHNI's in designated location including family offices and Corporates.
- To think strategically about building and scaling up a client relationship management platform
- To understand the nuances of each product and strategy and build investor portfolio accordingly
- To conceptualise and deliver quality advise and excellent investor service
- Continuously explore referencing and cross selling opportunities across the various investment management products of the firm
Desired Profile:
- Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms, AMCs etc
- MBA from premium business schools / CA / CFA or equivalent may have an edge
- Direct linkage with/relationships with UHNI's and corporates across location
- Proven sales experience in a client relationship role within the wealth management/Asset management space
- Team player with an entrepreneurial predisposition and strong interpersonal and managerial skills;
- Intellectually strong with high levels of energy;
- Salary will be discussed individually with selected candidates and will be at par with industry norms.
Functional Areas: Education
Read full job description14-18 Yrs
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