Systematix Group - Relationship ManagerSystematix Group • Kolkata, India
Systematix Group - Relationship Manager
Systematix Group • Kolkata, India
30+ days ago
Job descriptionAs a Wealth Relationship Manager, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role's primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment solutions across Financial Products. You will be responsible for understanding clients' financial goals, designing customized portfolios, and ensuring superior client servicing. By maintaining high standards of compliance, building long-term trust, and staying updated on market trends, you will help clients make informed investment decisions that optimize returns-while contributing to the continued growth and reputation of our organization. Identify, prospect, and acquire new client relationships (UHNI / HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives. Overall new AUM growth in line with the objective laid down by the company. Managing individual revenue budget. Advise clients on portfolio construction by offering a range of investment solutions across asset classes. Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to align with desired asset allocation. Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence. Continuously monitor and review client portfolios, leveraging timely analysis of market trends and dynamics. Ensure clients have regular access to relevant research material and market insights. Service and support existing clients in collaboration with the client servicing team. Customize investment pitches and advisory solutions in line with client requirements. Advise clients on their investments, manage their overall financial portfolio, and increase share of wallet from existing relationships. Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc. Proven ability to build deep, long-term client relationships with a strong track record of client retention. MBA (Finance), CA, or relevant postgraduate degree from a reputed institute. Knowledge of Financial products & Capital markets is essential. Compliance - Responsible to ensure all activities are in adherence as per Compliance framework. NISM Certification.
About the Company :
- Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management.
- With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors.
- We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.
Business : Wealth Management.
Role : Relationship Manager Wealth Management.
Experience : 10+ years.
Location : Mumbai, Delhi, Bangalore, Kolkata, Ahmedabad & Indore.
About the Role :
Key Responsibilities :
Education & Certifications :
(ref : iimjobs.com)
Create a job alert for this search
Relationship Manager • Kolkata, India
Related jobs
Client Relationship Manager
D2 International • Greater Kolkata Area, India
For over 30 years, D2 International Pvt.With a strong focus on innovation, quality, and compliance, we are expanding our team to welcome high-potential talent from diverse industries into the world...Show more
Last updated: 3 days ago • Promoted
Client Relationship Advisor
Anand Rathi Wealth Limited • Kolkata, Republic Of India, IN
An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.Financial Planning, Portfolio Strategy and Reporting.
Assisting the RM in making of fi...Show more
Last updated: 30+ days ago • Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • Kolkata, West Bengal, India
The Relationship Manager 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 relationshi...Show more
Last updated: 30+ days ago • Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltd • Kolkata, West Bengal, India
Position Overview You will be responsible to manage a team of Virtual Relationship Managers (VRMs).This team will promote stock market products and grow digital revenue through virtual channels.You...Show more
Last updated: 21 days ago • Promoted
M1xchange - Relationship Manager - Transaction Banking
M1xchange • Kolkata, India
As a Transaction Manager in our company, the candidate will be responsible for overseeing the end-to-end conversion of individual transaction from various clients across different bank limits.The c...Show more
Last updated: 30+ days ago • Promoted
Affiliate Manager - Lead Generation
Crossblade Media LLC • Kolkata, IN
Affiliate Manager - Lead Generation.Crossblade Media LLC is a performance-based lead generation company serving the US market.
We specialize in generating high-quality leads across multiple vertical...Show more
Last updated: 5 days ago • Promoted
Relationship Manager
Motilal Oswal Financial Services Ltd • Kolkata, West Bengal, India
The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
Maintaining client relationships and generate AUM from...Show more
Last updated: 15 hours ago • Promoted • New!
Relationship Manager
Vivriti Capital • Kolkata, West Bengal, India
Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities.The group has the following businesses : Vivriti Capital Limited, a systematically ...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • Kolkata, West Bengal, India
Preferred Relationship Manager.To acquire Preferred clients (Affluent & Super Affluent).To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred cli...Show more
Last updated: 30+ days ago • Promoted
Global Client Relations Manager
D2 International • Kolkata, Republic Of India, IN
The ideal candidate will lead initiatives to generate and engage with business partners to build new business for the company.
This candidate will be focused and have strong communication skills.The...Show more
Last updated: 6 days ago • Promoted
Assistant Client Relationship Manager
Naxnova • Kolkata, Republic Of India, IN
Naxnova Technologies Private Limited (NTPL) is a leader in high-performance automotive customization solutions, offering advanced automotive decals, Paint Protection Films (PPF), Window Films and p...Show more
Last updated: 4 days ago • Promoted
Director, Relationship Management, LC
Standard Chartered Bank • Kolkata, West Bengal, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
KG Engineering & Consultancy • Kolkata, India
Job Title : Relationship Manager.New client acquisition drive for opening new Demat & generating brokerage on Demat accounts.
Selling investment products like Mutual Funds.Cold calling and meeting cu...Show more
Last updated: 3 days ago • Promoted
Client Relationship Lead
Anand Rathi Share and Stock Brokers Ltd • Kolkata, Republic Of India, IN
The Relationship Manager 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 relationshi...Show more
Last updated: 30+ days ago • Promoted
Portfolio Manager
Anand Rathi Share and Stock Brokers Ltd • Kolkata, Republic Of India, IN
The Relationship Manager 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 relationshi...Show more
Last updated: 30+ days ago • Promoted
SMIFS - Manager - Client Relationship
Smifs Limited • Kolkata, India
Client Relationship Management and Engagement - Build and maintain robust professional relationships with both prospective new clients and existing portfolio accounts.Act as th...Show more
Last updated: 30+ days ago • Promoted
360 ONE - Relationship Manager - Treasury Sales
360 ONE Asset • Kolkata, India
Title : Treasury Sales Role Overview We are seeking a high-caliber Treasury Service Relationship Manager to ...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
AAA Global • Kolkata, West Bengal, India
Relationship Manager – Wealth Management Location : Anywhere in India or Asia Experience : 5+ years About the Role We are seeking experienced Relationship Managers to join our Wealth Management...Show more
Last updated: 16 days ago • Promoted