Relationship Manager/wealth Manager Sales Bank (5 15 Yrs) Kolkata (bfsi Sales)
Job Description
- Instrumental in Increasing the client base, revenue, and market share by adding to the Pool of UHNI, Large Self Trader clients and corporate customers.- Ensure effective client management and retention by maintaining relationships across the set of HNI clients and Corporate investors. - Aim to maximize the wallet share of the client through equity and cross sell products like Alternative Investments, Fixed Income, Forex, PMS, AIFs etc.,- Maintain multi product focus and equally drive Cross Sell Investment Products to attain clients\' needs and desired Profitability from Cross Sell segment to existing and new clients.- Exhibit high level of business acumen to achieve optimum Risk to Reward - Liaise with internal teams like Risk, Operations etc. for smooth functioning of the business.Functional & Behavioral Competencies:- Adherence to Corporate & Regulatory Governance Risk framework- Strong Capital Markets Knowledge - Cash, F&O, Currency- Expertise in Structured & Wealth products - MFs, PMS, AIFs, SP etc., and the nuances of product structuring and customizations for HNI client segments- Passion to grow business, problem solving skills. (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3216464
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationKolkata, West Bengal, India
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EducationNot mentioned
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ExperienceYear