Wealth Manager
3 weeks ago
Serve as a dedicated single point of contact for 75-100 HNWI clients
Portfolio management
Review individual account relationships to determine the banking and investment needs of clients
Identify the risk profile of the customer
Identify potential investment products for clients
Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank-related services
Leverage product experts to generate product-specific investment ideas for clients
Ensure proper documentation for smooth transaction execution and customer service
Ensure advisory processes are consistent with defined compliance norms
Prepare KYC reports of client
Build knowledge on available products – Coordinate with IAG/Product/research group
Create and maintain specific business and marketing plan for existing/new customers
Leverage networks, partnership, and sources of leads and referrals to access prospective clients
Interact with internal referral sources to recognize qualified prospects and referral opportunities
Participation in events to meet current and prospective clients as well as to educate clients on investment products
Refer clients seeking business advisory services to corporate banking/capital markets team
Actively cross-sell / provide referrals to other Group Business Units/ Product groups
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Wealth Manager
4 weeks ago
Kolkata, India Kotak Securities Full timeKotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...
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Wealth Manager
4 weeks ago
Kolkata, India Kotak Securities Full timeKotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...
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Wealth Manager
4 weeks ago
Kolkata, India Kotak Securities Full timeKotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment. We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...
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Wealth Manager
4 weeks ago
Kolkata, India Kotak Securities Full timeKotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...
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Relationship Manager
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Relationship Manager
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Kolkata, India Bandhan Bank Full timeLocation:South & Central KolkataRequirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications.Minimum education qualification isgraduation .The following are the specifications for the role:The candidate should be a proven performer with excellent...
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Kolkata, India Bandhan Bank Full timeLocation: South Kolkata Requirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation.The following are the specifications for the role:The candidate should be a proven performer with excellent track...
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Relationship Manager
4 weeks ago
Kolkata, India Bandhan Bank Full timeLocation: South Kolkata Requirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation.The following are the specifications for the role:The candidate should be a proven performer with excellent track...
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Relationship Manager
2 days ago
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