- Hni
- Mutual Fund
-
Relationship Manage, Priority Clients
6 days ago
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 ...
-
Relationship Manager
5 days ago
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 ...
-
Relationship Manager
3 weeks ago
Bandhan Bank Kolkata, IndiaLocation: 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 ...
-
Relationship Manager
5 days ago
Bandhan Bank Kolkata, IndiaLocation: 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 ...
-
Relationship Manager
6 days ago
Anand Rathi Stocks and Brokers LTD west bengal, IndiaDirect 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 ...
-
Relationship Manager
1 week ago
Bandhan Bank Kolkata, IndiaLocation: · 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 ...
-
Relationship Manager
6 days ago
DBS Bank kolkata, IndiaRelationship 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 ...
-
Relationship Manager
6 days ago
The People Operations kolkata, IndiaUrgent 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 ...
-
Relationship Manager
6 days ago
Anand Rathi Stocks and Brokers LTD Kolkata, IndiaDirect 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 ...
-
Relationship Manager
2 weeks ago
EngageMyTalent HR Solutions LLP. Kolkata, IndiaThe 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 beststandard ...
-
Relationship Manager
6 days ago
Dewars Garage Ltd kolkata, IndiaWe 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 ...
-
Relationship Manager
6 days ago
Chola MS General Insurance kolkata, IndiaRelationship 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 ...
-
Relationship Manager
6 days ago
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 ...
-
Relationship Manager
1 week ago
EngageMyTalent HR Solutions LLP. kolkata, IndiaThe 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 ...
-
Relationship Manager
1 week ago
Bandhan Bank kolkata, IndiaLocation: 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 ...
-
Relationship Manager
1 week ago
Wizaltia Solutions banga, IndiaJobPurpose: 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 ...
-
Relationship Manager
1 day ago
Waytogo Consultants Kolkata, IndiaThis 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 ...
-
Relationship Manager
6 days ago
IIFL Securities Premia Kolkata, IndiaJob 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 ...
-
Relationship Manager
6 days ago
Antal International kolkata, IndiaJob 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 ...
-
Relationship Manager
6 days ago
Strategice Sales & Services kolkata, IndiaResponsibilites:- · 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 ...
Relationship Management - kolkata, India - Paradise Placement Consultancy
Description
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 delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
ROLES & RESPONSIBILITIES: -
? The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent &
Super Affluent)
? Maintaining client relationships and generate AUM from preferred clients.
? Advising Affluent & Super 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 themselves 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.
Desired Profile / Criteria / Skills :
Relationship Managers with prior experience working in a Private bank/wealth management set up. ? Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. ? Experience of advising clients across asset classes. ? Strong analytical skills and ability to work in teams. ? Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)
Experience – Minimum 3-15 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: ? Ability to inspire trust and confidence in clients. ? Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. ? A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. ? Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients ? Good oral and written communication skills with clarity of thought, speech and expression ? Good interpersonal skills ? Good Analytical Skills General Competencies: ? Positive attitude, socially effective, high level of perseverance and patience ? Assertive & hard working ? Result oriented
Key Skills :