Relationship Manager-wealth/idfc Bank/kolkata
3 weeks ago
Key Responsibilities Client Relationship Management Develop and maintain strong relationships with HNWIs Act as the primary point of contact for clients addressing their financial needs and concerns Conduct regular reviews of client portfolios to ensure alignment with their financial goals Financial Planning and Advisory Provide comprehensive financial planning services including investment retirement tax and estate planning Offer tailored investment advice based on the client s risk tolerance goals and market conditions Present and explain financial products and services to clients such as mutual funds bonds stocks and insurance Portfolio Management Monitor and manage client portfolios to optimize performance Make investment recommendations and adjustments based on market trends and client objectives Conduct periodic portfolio reviews and provide performance reports to clients Business Development Identify and cultivate new business opportunities and clients Develop strategies to attract and retain clients leveraging networking and referrals Collaborate with other departments such as legal and tax advisors to provide comprehensive services to clients Compliance and Risk Management Ensure all client interactions and financial activities comply with regulatory requirements and internal policies Assess and manage risks associated with client portfolios Stay updated on financial regulations market trends and industry developments
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Kolkata, West Bengal, India DBS Bank Full timeBusiness Function As the leading bank in Asia DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country As a market leader in the consumer banking business DBS has a full spectrum of products and services including deposits incl structured solutions for NRI investments...
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Relationship Manager – Corporate Banking
2 weeks ago
Kolkata, West Bengal, India STAFFIAA Full timeJob Title Relationship Manager - Corporate Banking Location Kolkata CTC Up to 15 LPA Hiring for a Leading Bank Job Summary We are looking for an experienced Relationship Manager - Corporate Banking to develop strengthen and manage relationships with large corporate clients The ideal candidate will generate business opportunities drive revenue growth and...
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Wealth Management Advisor
2 weeks ago
Kolkata metropolitan area, West Bengal, India SMIFS LIMITED Full timeCompany DescriptionSMIFS Limited, established in 1993, offers a wide range of financial services including Brokerage, Portfolio Management Services, Research & Advisory, Investment Banking, and more. With a pan-India presence, the company specializes in Research & Advisory Services, catering primarily to institutional and ultra-high-net-worth clients. Under...
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Priority Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Standard Chartered Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob ID: 38679Location: Kolkata, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 2 Sept 2025Job SummaryAs a Relationship Manager, you'll be responsible for managing and developing relationships with clients of Priority Banking & Priority Private Banking to drive business growth and meet the bank's strategic...
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Relationship Management Director
2 weeks ago
Kolkata, West Bengal, India Standard Chartered Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob ID: 38531Location: Kolkata, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 1 Sept 2025Job SummaryWealth Relationship Manager Director is pivotal in driving financial growth, building client relationships and delivering comprehensive financial solutions, strengthens the bank's wealth management...
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Kolkata, West Bengal, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth HNW clients This role involves acquiring new clients deepening existing relationships and offering tailored banking solutions across liabilities commercial assets and investment...
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Kolkata, West Bengal, India DBS Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearBusiness FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...
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Kolkata, West Bengal, India DCB Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager/Senior Relationship Manager at DCB Bank, based in Kolkata. The Relationship Manager/Senior Relationship Manager will be responsible for managing a portfolio of clients, providing financial planning advice, offering tailored banking...
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DBIL, Kolkata, West Bengal, India at DBS Full time ₹ 30,00,000 - ₹ 50,00,000 per yearSenior Associate, Treasure Relationship Manager, Consumer Banking Group - (WD Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of...
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DBIL, Kolkata, West Bengal, India at DBS Full time ₹ 1,04,000 - ₹ 1,30,878 per yearSenior Associate, Treasure Relationship Manager, Consumer Banking Group - (WD Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of...
