Job highlights

- Requirements . Should have 5 to 8 years of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager - Pioneer / Burgundy / Priority / Insignia / Wealth Management / Pvt Banker.

- Ensure compliance with these policies and procedures on an ongoing basis. . Any suspicious transaction must immediately be reported to the supervising officer.

Requirements

- Should have 5 to 8 years of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager - Pioneer / Burgundy / Priority / Insignia / Wealth Management / Pvt Banker.

- Knowledge of Mutual Funds, PMS, AIF, Structured Products.

Responsibilities

- Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.

- Achieve the Targets set in terms of product mix.

- 360 degree coverage of client needs across his personal & business banking/financial needs.

- Relationship Management profile involving acquiring,



growing and deepening HNI customer relationships through effective relationship management.

- Focusing on the analysis and satisfaction of HNI Customers' financial, banking, investment and business needs and objectives.

- Provide qualified customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Manage the customer transition with utmost sensitivity.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.

Skills

- Mutual Funds

- PMS

- AIF

- Structured Products

- Relationship Management

- Portfolio Management

- Compliance

- Customer Service

- Target Achievement

📌 Relationship Manager, Wealth (Kolkata)
🏢 Quick Turtle
📍 Kolkata