Roles and Responsibilities :

- Manage relationships with existing clients to identify their financial goals and provide tailored wealth management solutions.
- Identify current business opportunities through direct sales, open market research, and third-party product offerings.
- Develop and maintain a strong network of contacts within the industry to stay informed about market trends and developments.
- Monitor client portfolios regularly to ensure alignment with their objectives and make adjustments as needed.

Job Requirements :

- 1-10 years of experience in wealth management or related field (e.g., banking, finance).
- Strong understanding of mutual funds, PMS (Portfolio Management Services), third-party products, and other financial instruments.
- Excellent communication skills for effective relationship-building with high net worth individuals (HNIs) and corporate clients.
- Ability to work independently in a fast-paced environment while meeting targets for new client acquisition.

📌 Relationship Manager (Kolkata)
🏢 Credicus Business Services
📍 Kolkata