Urgent Search: Relationship Manager

3 days 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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    Delhi, Kolkata, Mumbai, NCR, India Finhaat Insurance Broking Full time ₹ 5,00,000 - ₹ 15,00,000 per year

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    Kolkata, West Bengal, India FINKEDA Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionSince its inception, Ikeda Ltd. has been at the frontline of the payments revolution, becoming a major worldwide leader in payments technology and transaction processing. Founded in 2019, we develop next-generation payment gateways, mobile-based collections, and payments systems. Our mission is to provide safe and smooth omnichannel...


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    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,...


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    Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    DescriptionAs a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment...