Relationship Manager - Sales - Wealth Management Division (7-9 Yrs) Kolkata (BFSI Sales) by RECRUITEMENT AGENCY

Updazz.com (July-2017 से पंजीकृत) ने 20 दिन पहले इस नौकरी को पोस्ट किया था और 1 उम्मीदवार ने अभी तक Clickindia जॉब्स पर इस नौकरी को देखा है

The platform offers:- Institutional-grade investment platform across public and private markets- Access to differentiated opportunities including Private Equity, Pre-IPO, Structured Investments, Private Credit, and AIFs- Strong research, execution, and advisory capabilities- High credibility with UHNI and promoter clients- Entrepreneurial model enabling professionals to build and scale their own client franchise- This is a pure wealth platform-without the balance sheet constraints, product restrictions, or structural limitations typical in banking environments.Who This Role is Designed For- Private Banking and Private Client Group professionals currently with:- Global private banks, Domestic private banks, Leading wealth platformsSpecifically individuals who:- Advise and manage relationships with at least 50 HNI/ UHNI/ NRI clients- Regularly engage clients in investment discussions of - 50L per client- Have established credibility and trust with business owners, promoters, and senior professionals- Play an active role in portfolio discussions, asset allocation, and wealth strategy- Existing AUM ownership is not mandatory, but strong client influence and engagement is essential.Role Overview- Build and deepen relationships with HNI/ UHNI/ NRI and promoter/ founder clients- Advise on wealth creation, asset allocation, and investment strategies- Grow client assets and engagement over time- Leverage the platform s investment capabilities to deliver differentiated solutions- Build a scalable, long-term client franchiseWhat Makes This Opportunity Meaningful- Ability to operate as a trusted advisor without institutional limitations- Access to broader and differentiated investment opportunities- Greater ownership of client relationships- Strong earning potential aligned with long-term growth- Platform designed for serious private wealth professionalsExperience Requirement- 8 to 15 years in Private Banking / Private Client Group- Currently advising at least 50 HNI/ UHNI/ NRI clients- Regular client investment engagement of - 50L per client- Strong relationship credibility (ref:updazz.com)

Payroll Type : Permanent