Key Responsibilities
Acquiring preferred clients (Mass Affluent, HNI, UHNI, Family Office).
Maintaining client relationships and generating AUM from preferred clients.
Advising clients on their investments and managing their overall financial portfolio, while acquiring wallet share from existing clients.
Tracking the target client segment in the market for new client acquisition.
Monitoring prospects and financial market trends to determine whether they fit into clients portfolios.
Coordinating with the product and research team (Centralize CFP Team) for taking investment decisions for clients.
Conducting and assisting in organizing seminars, workshops, events, and other business development activities.

Required Skills & Qualifications
Relationship Managers with prior experience working in Stock Broking & Wealth Management, Private Wealth Management, or Bank setup.
Graduation in any field.
Experience in advising clients across asset classes.
Robust analytical skills and ability to work in teams.
Candidates should demonstrate valuable tenure in their present as well as previous companies, with at least a minimum tenure of 2 years of stability.

📌 Team Lead Kolkata
🏢 SMIFS
📍 Kolkata