Position Title: Relationship Manager- Wealth Management Group   Location: Kolkata  Looking for MBAs from tier 1/2 institute with 1-5 years of experience.  Job Responsibilities:   - Monitor and address HNI clients- banking and Investment requirements   - Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals   - Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness   - Achievement of product-wise targets   - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio   - Conduct risk profiling of all mapped clients for better advisory on investment needs   - Regular contact with all mapped clients through weekly / monthly calls   - Resolution of queries of all mapped clients within TAT specified   - Ensuring need based product approach towards clients and regular reporting of product penetration   Key Skills:   - Ability to manage relationships to improve relationship value of existing customers   - Ability to build and maintain long term relationships, deepening relationship and growing revenues  - Ability to provide seamless and superior service delivery   - Ability to ensure compliance with key regulatory and bank level requirements

Kolkata

Relationship Manager - Wealth Management - HNI - Bank 

Relationship Manager - Wealth Management - HNI - Bank  ,Job Description for Relationship Manager - Wealth Management - HNI - Bank  in Kairos Consulting India in  Kolkata for (1-6) years of experience. Apply Now!

Job Description for Relationship Manager - Wealth Management - HNI - Bank  in Kairos Consulting India in  Kolkata for (1-6) years of experience. Apply Now!