Urgent Search: Relationship Manager

4 weeks ago

Kolkata, India 360 ONE Wealth Full time

Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: - Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams - Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc. - Facilitate digital onboarding and guide clients through their digital investment journey - Deepen client relationships to increase wallet share and long-term engagement Requirements: - 5+ years of experience in private banking or wealth management - Strong product knowledge and understanding of HNW client needs - Excellent communication, relationship management, and advisory skills

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