Relationship Manager

5 days ago

Kolkata, West Bengal, India JRK Stock Broking Full time ₹ 5,00,000 - ₹ 25,00,000 per year

Role & responsibilities

  1. Critical Responsibilities:

  2. Acquire NTF (New to the Firm) clients and generate revenue for us.

  3. Maintain relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), and corporate clients.
  4. Offer wealth advisory services to clients.
  5. Ensure the growth of AUM (Assets Under Management) or book size in Mutual Funds.
  6. Analyze financial information of clients to determine strategies for meeting their financial objectives.
  7. Monitor financial market trends to ensure that client plans are responsive.
  8. Achieve targets based on acquisition and revenue generation through investment products.
  9. Responsible for business development through the acquisition of high-net-worth clients.

  10. Conduct mandatory meetings with clients to keep them updated with the current market scenario.

  11. Routine Responsibilities:

  12. Analyze client portfolios and make necessary suggestions.

  13. Recommend suitable financial products to clients.
  14. Identify customer needs and assess their risk appetite.
  15. Provide regular updates to immediate superior as required.
  16. Create and enforce plans to meet the needs of customers.
  17. Bring in channel partners to increase distribution.

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