Relationship Manager (Wealth Management)

Company Description

The company is an Indian financial services company offering various financial products and services. The company was founded in 1987. The company is listed on the BSE and NSE stock exchanges. It is one of the highest-reputed companies.

Role Description

This is a full-time on-site role for a Wealth Manager located in Kolkata. The Wealth Manager will be responsible for financial planning, retirement planning, investments, and providing financial advisory services on a day-to-day basis.

Job Responsibilities

• The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
• Maintaining client relationships and generate AUM from preferred clients.
• Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
• To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities.

Qualifications

• Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.
• Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
• Experience of advising clients across all asset classes.
• Candidates having good vintage in their present as well as previous companies.

Interested candidates are invited to send their CVs to - eshapeoplepower2@gmail.com or can contact on the mentioned no - 6290677707