Portfolio Management - RM / SRM - Kolkata - Leading Bank

Portfolio Management - RM / SRM - Kolkata - Leading Bank

09 Sep
|
Rekrut India
|
Kolkata

09 Sep

Rekrut India

Kolkata

Hi,

Opening in Leading Bank for Wealth Relationship Manager Kolkata (Affluent Segment)

Designation: Wealth Relationship Manager

Location: Kolkata

100% portfolio will be mapped.

About the Role:
The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a energetic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience.

How to Apply:

EMAIL: cv to [email protected] / Whatsapp CV to (phone hidden)

(Or)

Call me back to (phone hidden)

Thanks & Regards,

Selvi Sai

HR upGrad Rekrut

📌 Portfolio Management - RM / SRM - Kolkata - Leading Bank
🏢 Rekrut India
📍 Kolkata

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