Relationship Manager

3 weeks ago


Kolkata, India EngageMyTalent HR Solutions LLP. Full time
The Relationship ManagerWealthis the ultimate face of the business as (s)he is going to be thefinal
point of contact with theclient. (S)he would be responsible for acquiring High Net Worthrelationships
and managing& retaining such relationships by delivering the beststandards of services. (S)he wouldbe
expected to establish strongties with them by designing & implementing theirfinancial plans; andthen

byensuring that they receive and execute on the rightadvice
To acquire Preferredclients (Affluent & Super Affluent)
To maintain client relationshipsand generate AUM (Mutual Funds PMS StructuredProducts)
from preferredclients
To advise Affluent& Super Affluent clients on their Investments andmanaging their overall
financialportfolio and deepening the wallet from existingclients
To track the Affluent& Super Affluent Client segment in the market for newclientacquisition

EXPERIENCEREQUIRED (Minimum3years)

Should have 35 Years of work experience preferably in PrivateBank/Wealth Managementset
up
Should have good vintage in their present as well as previouscompanies (At least minimum
tenureof 34 years of stability)
Handling and managing clients with a minimum Investment amount ofRs.1 Cr and above

Toacquire Preferred clients (Affluent & Super Affluent) Tomaintain client relationships and generate AUM (Mutual Funds, PMS,Structured Products) from preferred clients To advise Affluent& Super Affluent clients on their Investments and managingtheir overall financial portfolio and deepening the wallet fromexisting clients To track the Affluent & Super AffluentClient segment in the market for new client acquisition EXPERIENCEREQUIRED (Minimum 3years) Should have 3-5 Years of work experiencepreferably in Private Bank/Wealth Management set- up Should havegood vintage in their present as well as previous companies (Atleast minimum tenure of 3-4 years of stability) Handling andmanaging clients with a minimum Investment amount of Rs.1 Cr andabove

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