RM/Sr RM – Wealth Mgmt/Banking – HNI/UHNI

RM/Sr RM – Wealth Mgmt/Banking – HNI/UHNI

Acquisition Relationship Manager

Job Description:

Designation : Relationship Manager / Sr. Relationship Manager

– Acquiring New clients and increasing the Assets under management
– Extensive mapping of potential client segments covering geographies of operation
– Relationship Management approach in dealing with prospective HNI & UHNI Clients
– Exploring opportunities for cross-sell and up-sell for the Group
– To build Understanding of Markets, Portfolio Analysis and various financial products
– Ensuring Compliance of Operational policies and procedures
Key Skills: – Post graduate qualification in Management or Finance. (Graduates only with relevant experience will be considered)
– Build relationship management skills and develop understanding of Markets & Portfolio management
– Should possess first class interpersonal and communication skills.
– Post graduate qualification in Management or Finance. (Graduates only with relevant experience will be considered)
– Market exposure in Wealth Management or Banking / Broking/ Financial services – MANDATORY
– Strong Relationship management skills in approaching High-Net-Worth & Ultra High-Net-Worth Clients.
– Experience in acquiring & building client base using Internal & External networks
– Detailed knowledge in terms of Regulatory requirements, Product knowledge, Financial market awareness and an overall understanding of the business.

Job Location: Kolkata

Job Sector: Broking

Required Experience: 3 – 5 year(s)

Qualification – MBA in marketing/finance

CTC- INR 600000 – 1200000

Kindly mail your updated resume to careers@adroitadvisory.in or Call Mr.Pralay Nandi @ 8013493981/+91-33-60502601