Jobs
>
Kolkata

    Relationship Manager - Kolkata, India - EngageMyTalent HR Solutions LLP.

    Default job background
    Description
    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


  • Standard Chartered Kolkata, India

    **Job***: Retail Banking · **Primary Location***: Asia-India-Kolkata · **Schedule***: Full-time · **Employee Status***: Permanent · **Posting Date***: 03/Apr/2023, 6:11:24 AM · **Unposting Date***: Ongoing · **Roles and Responsibility** · - Acquiring, growing and deepening Priori ...


  • Axis Bank Kolkata, India

    #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply" · About Branch Banking: · The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a ...


  • Bandhan Bank Kolkata, India

    Location: South Kolkata · Requirement: · - The candidate needs to have minimum 3-5 years' experience in wealth management. · - The candidate needs to be both NISM and IRDA certified with active certifications. · - Minimum education qualification is graduation. · The following are ...


  • Anand Rathi Stocks and Brokers LTD west bengal, India

    Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. · He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. · Promote Focus P ...

  • Bandhan Bank

    Relationship Manager

    3 weeks ago


    Bandhan Bank Kolkata, India

    Location: South Kolkata · Requirement: · The candidate needs to have minimum 3-5 years' experience in wealth management. · The candidate needs to be both NISM and IRDA certified with active certifications. · Minimum education qualification is graduation. · The following are the ...


  • Bandhan Bank Kolkata, India

    Location: · South & Central Kolkata · Requirement: · The candidate needs to have minimum 3-5 years' experience in wealth management. · The candidate needs to be both NISM and IRDA certified with active certifications. · Minimum education qualification is · graduation . · The foll ...


  • DBS Bank kolkata, India

    Relationship Manager-(WD54844) Position Title: Relationship Manager · Department:SME, India, IBG4 · Reports To: Regional Sales Head – Assets · Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What ...


  • Paradise Placement Consultancy kolkata, India

    Job Description: · The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by del ...


  • The People Operations kolkata, India

    Urgent hiring for DM and RM In CAT Axis Channel for Life Insurance company · CTC Up to 5 LPA · Locations: Mumbai Raipur Jamshedpur Lucknow Kanpur Barielly Kolkata Rajkot Durg · KEY RESPONSIBILITIES · Service through relationship management · Establishing and strengthening relatio ...


  • Dewars Garage Ltd kolkata, India

    We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. · Responsibilities Understand customer needs and develop plans to address them · Identify key staff in client companies to cultivate profitable relationships · Resolve cu ...


  • Anand Rathi Stocks and Brokers LTD Kolkata, India

    Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product ...


  • Chola MS General Insurance kolkata, India

    Relationship Manager Bank Assurance (Induslnd Bank) · We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with kno ...


  • Axis Bank Kolkata, India

    #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply" · About Branch Banking:The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a maj ...


  • EngageMyTalent HR Solutions LLP. kolkata, India

    The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final · point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships · and managing & retaining such relationships by delivering the best st ...


  • Bandhan Bank kolkata, India

    Location: South KolkataRequirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications.Minimum education qualification is graduation .The following are the specifications ...


  • Wizaltia Solutions banga, India

    JobPurpose: To drive businessthrough Channel Partners branch staff and distributionnetwork.Responsibilities: To generate leads through activities and use enablers for leadgeneration To have a minimum of 3 newcustomer meetings in a day To provideaftersales service and do upsellin ...


  • IIFL Securities Premia Kolkata, India

    Job Description: (Pl mention detailed profile)l · Responsible for business development through acquisition of high net-worth clients (client acquisition)l · Responsible for identifying customer needs and assessing their risk appetiteI · Responsible for activation of trading accou ...


  • Waytogo Consultants Kolkata, India

    This position is primarily responsible for developing and maintaining banking relationships with a select group of high net worth customers by providing them exceptional individualized customer service; thereby achieving targeted growth and service norms.Develops new and expands ...


  • Antal International kolkata, India

    Job Description COMPANY · My client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. They pride themselves in being a trusted Investm ...


  • Strategice Sales & Services kolkata, India

    Responsibilites:- · Should have ability to meet month on month target. · Should have ability to generate leads. · Focus on the network marketing. · Focus and heat the natural market for own business. · Face to face dealing with clients. · Ability to close sales calls with ...