Relationship Manager Kolkata
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Job Location:
Monthly Salary:
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
BASIC ROLE INFORMATION:
Function / Department / Vertical:
Private Wealth Sales
Educational Qualifications:
MBA /Post Graduate
Role
Private Banker
Experience
5
RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )
Understand in detail clients investment needs & create a long term Asset Allocation plan.
Acquire and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds.
Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance M & A and Private Equity.
Handle the clients investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
Managing team and client relationships and generating AUM from preferred clients.
To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
3. CORE SKILLS & EXPERIENCE REQUIREMENTS ( to help HR meet your Recruitment needs better )
Complete understanding in Equities (must) MF tax planning financial planning profiling fixed income and exotic structures.
Skills & Experience
Experience of advising clients across asset classes.
Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
4. PERSONAL CHARACTERISTICS
Communication skills - organizes thoughts logically and articulates them clearly and concisely
Drive For Results/ Business Acumen Focus
Displays ability to think out of the box. Solution provider.
Strong analytical skills and ability to work in teams.
Function / Department / Vertical:
Private Wealth Sales
Educational Qualifications:
MBA /Post Graduate
Role
Private Banker
Experience
5
RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )
Understand in detail clients investment needs & create a long term Asset Allocation plan.
Acquire and advise HNI Clients in all asset classes like Debt Alternate Assets Equity Mutual Funds.
Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance M & A and Private Equity.
Handle the clients investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
Managing team and client relationships and generating AUM from preferred clients.
To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
3. CORE SKILLS & EXPERIENCE REQUIREMENTS ( to help HR meet your Recruitment needs better )
Complete understanding in Equities (must) MF tax planning financial planning profiling fixed income and exotic structures.
Skills & Experience
Experience of advising clients across asset classes.
Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
4. PERSONAL CHARACTERISTICS
Communication skills - organizes thoughts logically and articulates them clearly and concisely
Drive For Results/ Business Acumen Focus
Displays ability to think out of the box. Solution provider.
Strong analytical skills and ability to work in teams.
Required Skills:
Wealth Management
