Sr Relationship Manager -Wealth
ConfidentialKolkata12 days ago
Job descriptionSupport the development and implementation of marketing plans for new client acquisition in corporate and B2C / B2B segments. Execute micro-events and initiatives for client acquisition in collaboration with the Head RM. Work closely with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions. Stay up-to-date with industry trends, economic developments, and regulatory changes affecting clients' financial positions. Ensure profitability of assigned portfolios through strategic investment recommendations.
Key Responsibilities :
Client Acquisition and Relationship Management :
- Engage with HNI clients to understand and address their investment requirements.
- Offer a comprehensive range of investment products including Debt, Structured Products, Equities, Mutual Funds, Fund-based Real Estate, and other suitable options.
- Acquire and manage a portfolio of HNI clients.
- Profile clients and provide tailored financial solutions to meet their needs.
- Deepen client relationships through cross-selling of financial products and services.
- Enhance and retain client profitability by increasing wallet share.
- Ensure portfolio profitability by generating high income per client.
- Acquire new clients through referrals and active networking to contribute to business growth.
Marketing and Business Development :
Financial and Product Expertise :
Skills Required
Client Acquisition, Relationship Management, Hni Client Handling
Create a job alert for this search
Relationship Manager • Kolkata
Related jobs)
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 inves...Show moreLast updated: 21 days ago
- Promoted
Strategy Consultant - Field
I-PAC (Indian Political Action Committee)West Bengal, India, India I-PAC (Indian Political Action Committee) is a leading consulting firm that provides innovative, data-driven solutions to tackle the most complex campaign challenges.
We specialize in delivering str...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Vivriti Capitalwest bengal, west bengal, in 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 moreLast updated: 30+ days ago
Relationship Manager – Wealth Management (Kolkata)
XpertReachKolkata, WB, inQuick Apply
- Promoted
- New!
Senior Relationship Manager
ISOLN WealthKolkata, Republic Of India, IN We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team.The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients,...Show moreLast updated: 11 hours ago
- Promoted
Relationship Manager - Wealth Channel
ConfidentialKolkata We have openings for Relationship Manager - Wealth Channel.Ahmedabad, Chennai, Kolkata, Delhi, Pune, Nashik, Vadodara & Bangalore.
Huge and attractive incentive earning schemes.Exposure to the most ...Show moreLast updated: 12 days ago
- Promoted
Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialKolkata, India We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients.
This role involves acquiring new clients, deepeni...Show moreLast updated: 12 days ago
- Promoted
Wealth Manager
ConfidentialKolkata, India Navya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutions—crafted to help startups, professionals, and founders grow, brand, and scale with purpose.We offer tail...Show moreLast updated: 12 days ago
- Promoted
Virtual Relationship Manager-Elite
upGrad Rekrutkolkata, west bengal, in Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers.
Drive remittances across all managed and s...Show moreLast updated: 8 days ago
- Promoted
SAG : SAG -Relationship Manager
ConfidentialKolkata, India About Structured Assets Group (SAG) : .The Structured Assets Group (SAG) plays an important and critical role in managing the asset book of the bank which needs timely and proactive intervention.The ...Show moreLast updated: 12 days ago
- Promoted
Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialKolkata, India We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households.
This role involves acquiring new clients,...Show moreLast updated: 8 days ago
- Promoted
Relationship Manager
AAA Globalkolkata, west bengal, in Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show moreLast updated: 3 days ago
- Promoted
Wealth Relationship Manager
ConfidentialLadakh Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI / NRI / UHNI segment.
Develops, manages, and expands customer...Show moreLast updated: 30+ days ago
- Promoted
Systematix Group - Relationship Manager
Systematix GroupKolkata, India About the Company : - Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities,...Show moreLast updated: 20 days ago
- Promoted
- New!
Relationship Manager
CodeVyasaKolkata, Republic Of India, IN We are looking for a proactive.The ideal candidate will act as a bridge between our clients and internal teams - ensuring projects run smoothly, client expectations are met, and opportunities for g...Show moreLast updated: 11 hours ago
- Promoted
Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales
ConfidentialKolkata, India Business Relationship Manager - WC-Working Capital-Sales.Job Role : Business Relationship Manager.Manage and service existing portfolio of WC clients including renewal and enhancement of limits.Buil...Show moreLast updated: 30+ days ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdkolkata, west bengal, in You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 9 days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers Ltdwest bengal, west bengal, 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 moreLast updated: 30+ days ago
- Promoted
Relationship Manager - Affluent-AFFLUENT-Relationship Manager
ConfidentialKolkata, India As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients.This role demands a deep u...Show moreLast updated: 12 days ago