- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
- Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
- Ensure quality of sourcing by acquiring Potential Insignia Clients.
- Acquiring and managing both business, individual (resident and NRI) clients.
- Increase product penetration and exit barriers, by cross- selling more number of products per client.
- Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
- Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
- Work in close coordination with Client Experience Manager's to deliver superior service to clients.
- Ensuring adherence to Compliance processes and guidelines.
- Reduce rejection rates and improve quality of documentation.
- Ensuring 360° client engagement – "Total Client Ownership".
-
Wealth Manager
1 week ago
Kotak Securities Kolkata, IndiaKotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment. · We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong re ...
-
Wealth Manager
1 week ago
Waytogo Consultants Kolkata, IndiaI. Client Management/ Servicing: · • Serve as a dedicated single point of contact for 250 HNWI clients · • Portfolio management · Review individual account relationships to determine the banking and investment needs of clients · Identify the risk profile of the customer · Identi ...
-
Wealth Manager
1 week ago
Kotak Securities Kolkata, IndiaKotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong resea ...
-
Finance Intern
2 days ago
Nsuregrowth Kolkata, IndiaJob Description: Financial Analyst (Shadowing Fund Manager in Wealth Management) · Position Summary: · Seeking a detail-oriented Financial Analyst to shadow and assist a Fund Manager in our Wealth Management division. Gain hands-on experience in portfolio management, investment a ...
-
Universal Banker
1 day ago
HSBC Kolkata, India**Some careers open more doors than others.** · If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers op ...
-
Universal Banker
1 day ago
HSBC Kolkata, West Bengal, India-Job description · **Some careers open more doors than others.** · If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direct ...
-
Client Relationship
5 days ago
Nsuregrowth Kolkata, IndiaWe are seeking a dynamic and results-driven Sales and Relationship Manager to join our esteemed wealth management firm. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth clients, as well as generating new business opportun ...
-
Distributor
3 days ago
SHREE RAMA MANAGERS LLP Kolkata, IndiaHi, · **We are Shree Rama Managers LLP a SEBI registered PMS** · We are looking for Distributor, who are self-driven and have relevant experience in sales · We Would Prefer Former Bankers/Wealth Managers/Sell-side equity sales/PMS sales/mutual fund sales · Job Description · - mee ...
-
Job Opening for Back Office Executive
1 week ago
Kaapro Management Solutions Kolkata, West Bengal, IndiaOpening: 1 Nos.- Job ID: Employment Type: Full Time- Reference: · - Work Experience: 3.0 Year(s) To 4.0 Year(s)- CTC Salary: 1.80 LPA TO 3.00 LPA- Function: BFSI, Investments & Trading- Industry: Banking/Financial Services- Location: · - Kolkata · Posted On: 10th Jan, 2023 · **RE ...
-
Tele Sales Executive
1 week ago
SMC Global Securities Kolkata, West Bengal, India0-5 Years · - Rs Rs · - Kolkata · Responsible for meeting the targets of Online Demat and Trading account along with other products of the company in various segments. · Business/ Operational/ Functional/ Financial Perspective To accomplish his/her Account opening targets, set b ...
-
Sales Advisor
9 hours ago
industrial sales agency Kolkata, West Bengal, India**Bajaj Allianz Life Insurance Co. Ltd.**, one of India's leading private life insurers, is a joint venture between Bajaj Finserv Limited, one of the most diversified non-banking financial institutions in India, and Allianz SE, one of world's leading global insurer and asset mana ...
-
Family Office
1 week ago
Kaapro Management Solutions Kolkata, West Bengal, IndiaOpening: 1 Nos.- Job ID: Employment Type: Full Time- Reference: · - Work Experience: 12.0 Year(s) To 18.0 Year(s)- CTC Salary: 45.00 LPA TO 50.00 LPA- Function: Top Management- Industry: Construction/EPC/MEP/Engineering- Qualification: CA - CA- Location: · - Kolkata · Posted On: ...
-
Economist-indian Financial Markets
1 day ago
Gajanan Group of Companies Kolkata, India_**Who We Are**_ · - Our compnay is involved in the wealth management biusiness. We invest and trade in the Indian stock,currency and commodity markets with in-house funds. We are looking for an associate who can help us in economic research on a day to day basis._ · - Analyzing ...
-
Company Secretary
3 days ago
Mangalam Placement Kolkata, India**Company**: · MSP GROUP · **Location** · Kolkata · **Experience** · 4-5 Years · **Key Skills** · Company Secretary, Companies Act, Compliance, SEBI · **Position: Company Secretary** · **Qualification: CS** · **Experience: 3 to 5 years** · **Location: Kolkata** · **Job descriptio ...
-
Agm - Business Intelligence - Male - Kolkata
1 week ago
Recex Kolkata, West Bengal, India**Opening**: · 1 Nos.**Job ID**: · 79244**Employment Type**: · Full Time**Reference**: · **Work Experience**: · 8.0 Year(s) To 10.0 Year(s)**CTC Salary**: · 10.00 LPA TO 15.00 LPA**Function**: · Top Management, Corporate Planning / Consulting**Industry**: · Infrastructure/Railway ...
-
Office Executive
1 day ago
TSG Global Services Pvt Ltd Kolkata, IndiaGreetings · We are a 20-year old IT Services company from Kolkata working in India and abroad. We primarily work as SSP(Software Solutions Partner) of Oracle India, SRIT, KPMG, HP, TCS, Mazar etc and serve some of the leading business houses in the country in various software pr ...
-
Activation Officer
2 days ago
Kotak Mahindra Kolkata, West Bengal, India**Activation Desk - CMS · - Transaction Banking Group- CMS-Product Support Team- Location- Mumbai- Number of Positions- 1- Reporting Relationships- Chief Manager- Position Grade- M1Global Transaction Services Group is the Product & Sales Support function that provides product exp ...
-
Client Acquisition Officer
1 week ago
Yudhajit Financial Services Kolkata, IndiaRequirement**:Full time Employment** · Profile: Client Acquisition Officer, Job Location: Kolkata · Duties and responsibilities: · Business development: · - To acquire clients. · - To exceed client's expectations by being proactive, by being sensitive to client's needs and by bei ...
-
Automation Tester
1 week ago
AVP HR Solutions Kolkata, India**Description** · - Develop and maintain an advanced modern automation framework, which has the capability to execute parallel tests, generate test unique data via an algorithm and be used for CICD pipelines. · - Research to expand scope of the automation framework to cover API, ...
-
Itil Packs Practitioner
1 week ago
BTGroup Kolkata, India**Recruiter**: · **Hiring Manager**: · **Career Grade**: · **Internal Closing Date**: · **About BT** · BT has a key role in British society, fostering change and leading technology innovation. From delivering the Olympics, to supporting the emergency services, to investing more i ...