Financial Services Manager

2 days ago


Kolkata, West Bengal, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,50,00,000

Financial Services Manager

About the Role:

We are seeking an experienced financial services professional to manage client relationships and grow our wealth management business.

  • To establish and maintain strong relationships with affluent clients
  • To generate new business opportunities from existing clients and expand our market share
  • To provide expert advice on investment strategies and manage client portfolios
  • To identify opportunities to deepen wallet share from existing clients and acquire new clients
Requirements:
  • Minimum 3-5 years of experience in a similar role or private banking
  • Proven track record of building and maintaining strong client relationships
  • Excellent communication and interpersonal skills

The ideal candidate will possess excellent analytical, problem-solving and communication skills, with a strong understanding of financial markets and products.

Key Responsibilities:

Client Relationship Management:

  • Develop and implement strategies to acquire and retain high-value clients

Business Development:

  • Identify new business opportunities and develop plans to pursue them

Portfolio Management:

  • Provide expert advice on investment strategies and manage client portfolios

Reporting and Analysis:

  • Prepare regular reports on client activity and portfolio performance

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