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Relationship Manager

Relationship Manager

Suskan

Financial Services , Sales/Business Development

Kolkata,West Bengal Post Date Aug, 20 2018 Age Range 28 To 35 Annual CTC ( 4 - 5 Lacs ) ( Experience: 6-12 Years )

Overview

Looking for a Relationship Manager who could work in either Retail or Wholesale Banking and is required to help and advice clients. The range and scope of his work would range from helping clients with their account details to giving advice on financial investments. He/she needs to cater to individual clients while trying to generate new business and clients for the bank.

Skills

  • MBA prefered or B-Com Graduate with banking services background

Job Description

  • The relationship manager will be responsible for acquiring preferred clients (HNI/Ultra HNI). Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity and Debt), Stock Broking, Offshore Investments, Commodities, Currency Derivatives, etc. Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are inline with the client's expectations and risk profile. Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.
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