Relationship Manager

1 hour ago

Kolkata, West Bengal, India PEOPLE POWER Full time ₹ 8,00,000 - ₹ 15,00,000 per year

Job Description

  • The Relationship Manager will be responsible for bringing their existing HNI clients and building a strong client book.
  • Maintaining client relationships and generate AUM
  • Advising clients on their Investments and managing their overall financial portfolio.
  • Track the HNI Client segment in the market for new client acquisition
  • Organizing seminars, workshops, and other business development initiatives to enhance client engagement and lead generation.
  • Coordinating with product and research teams for customized investment strategies aligned to client goals.

Qualifications & Experience

  • MBA/PGDM (preferred) or Graduate in Finance/Marketing; CFP certification is an added advantage.
  • Minimum 5 years' experience in HNI client acquisition, financial planning & relationship management in BFSI sector.
  • Strong communication, interpersonal &analytical skills with in-depth market knowledge and client engagement capabilities.

Job Type: Full-time

Pay: ₹800, ₹1,500,000.00 per year

Application Question(s):

  • Do you have your own HNI Clients?

Experience:

  • HNI client acquisition: 5 years (Required)
  • Financial planning in BFSI sector: 5 years (Required)
  • relationship management in BFSI sector : 5 years (Required)

Work Location: In person

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