Client Relations Manager - Pre-IPO & Wealth Management
SKelite Talent Partners · Mumbai · onsite · Posted 36d ago
About a minute. You'll make an account on the way through.
About this role
Role: Client Relations - Pre-IPO & Wealth Management
Description:
- Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO, Unlisted Shares, and Wealth Management services.
- Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions, ensuring alignment with their financial goals.
- Business Development: Identify potential clients, pitch investment opportunities, and grow the client base.
- Portfolio Management: Help clients structure and optimize their investment portfolios with a focus on risk management and long-term wealth creation.
- Investment Research: Stay updated on market trends, new Pre-IPO opportunities, and wealth management strategies.
- Client Communication: Maintain strong client relationships through regular communication, portfolio reviews, and personalized investment insights.
- Compliance & Governance: Ensure adherence to SEBI regulations and NISM certification requirements.
- Report & Presentation Preparation: Develop investment proposals, reports, and financial presentations for clients.
Qualifications & Skills:
- Education: PG/MBA in Finance or related fields.
- Certifications: NISM Series 10A & 10B (preferred).
- Experience: Demonstrated track record in Wealth Management, Pre-IPO investments, or financial advisory.
- Technical Skills: Proficiency in MS Word, Excel, and PowerPoint.
- Soft Skills: Strong communication, negotiation, and analytical abilities.
- Industry Knowledge: Deep understanding of financial markets, investment strategies, and regulatory frameworks.
Employment: Full time, Permanent
Notice Period: Max 1 month
Sourced from iimjobs