31 Oct
|
Genius Consultants
|
Kolkata
31 Oct
Genius Consultants
Kolkata
ROLE-
The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a robust client book.
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client segment in the market for current client acquisition
To research, investigate and update them on available investment prospects/financial market trend to determine whether they fit into clients portfolios.
📌 Wealth Manager/ Hni Kolkata
🏢 Genius Consultants
📍 Kolkata