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

    EngageMyTalent HR Solutions LLP.
    EngageMyTalent HR Solutions LLP. Kolkata, India

    3 days ago

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    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
    To acquire Preferred clients (Affluent & Super Affluent)
    To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products)
    from preferred clients
    To advise Affluent & Super Affluent clients on their Investments and managing their overall
    financial portfolio and deepening the wallet from existing clients
    To track the Affluent & Super Affluent Client segment in the market for new client acquisition

    EXPERIENCE REQUIRED (Minimum 3years)

    Should have 3-5 Years of work experience preferably in Private Bank/Wealth Management set-up
    Should have good vintage in their present as well as previous companies (At least minimum
    tenure of 3-4 years of stability)
    Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above
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