Relationship Manager

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About the Company

About the Role

Preferred Relationship Manager

Manager / Senior Manager

CTC range : Competitive

Location : Kolkata

Responsibilities

• 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

Qualifications

Required Skills

Preferred Skills

Pay range and compensation package

CTC range : Competitive

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.

Other Details / Mandatory Certification

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