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Urgent Hiring| Preferred Relationship Manager-Wealth| Kolkata

5.00 to 10.00 Years   Kolkata   25 Apr, 2022
Cantaloupe HR Solutions Pvt Ltd
Job LocationKolkata
EducationNot Mentioned
SalaryRs 8 - 14 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Job Description for Preferred Relationship Management - WealthDesignation: - Manager/Senior Manager/AVP/VP.SUMMARY: -The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to bethe final point of contact with the client. (S)he would be responsible for acquiring High NetWorth relationships and managing & retaining such relationships by delivering the beststandards 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 theright advice.PRE-REQUISITES: - Relationship Managers with prior experience working in a Private bank/wealthmanagement 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 leastminimum tenure of 2-3 yrs of stability)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 theiroverall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new clientacquisition To research, investigate and update themselves on available investmentopportunities/financial market trend to determine whether they fit into clientsportfolios. To coordinate with product and research team (Centralize CFP Team) for takinginvestment decision for the clients. To conduct and assist in organizing seminars, workshops and other businessdevelopment activities.JOB SPECIFICATIONS REQUIRED:Qualifications: -An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financialplanning/Wealth Management. Other qualifications like CFP will be an advantage.Experience Minimum 3-15 yrs in handling HNI Relationship, Sales & Financial Planning of HNIClients from BFSI sector with good business / market knowledge. Having experience of handlingHNI 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 takeactive interest in their financial well being. A thorough understanding of financial markets, their behavior, movements andexpectations with respect to market. Ability to process several inputs provided by research team and other sources and applythem to the specific context of several clients thus generating insights for clients Good oral and written communication skills with clarity of thought, speech andexpression Good interpersonal skills Good Analytical SkillsGeneral Competencies: Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented

Keyskills :
wealth accumulationportfolio managementwealth managementinvestment strategieshni acquisition

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