HNI Relationship Manager (4-8 Yrs) Kolkata (BFSI Sales) by PEOPLEMINT CONSULTANTS LLP

Updazz.com (July-2017 से पंजीकृत) ने 18 दिन पहले इस नौकरी को पोस्ट किया था

Job Title: HNI Wealth Relationship Manager (AMFI & SP Certification mandatory) Location: Kolkata, IndiaExperience Required: 4 YearsJob Description:- We are seeking an experienced and client-focused HNI Wealth Relationship Manager to join our prestigious banking team in Kolkata.- The ideal candidate will be responsible for managing and growing a portfolio of High Net-Worth Individual (HNI) clients by providing comprehensive financial advisory, investment solutions, and wealth management services.Key Responsibilities:- Build and maintain strong relationships with HNI clients to achieve business growth and client satisfaction.- Offer personalized investment and wealth management solutions based on client profiles and financial goals.- Cross-sell banking and investment products including mutual funds, insurance, loans, and other wealth solutions.- Ensure compliance with regulatory and internal guidelines while maintaining the highest standards of client confidentiality and service.- Achieve revenue and business targets through client acquisition and portfolio enhancement.Qualifications & Skills:- Graduate/Postgraduate in Finance, Business, or a related field.- Minimum 4 years of experience in wealth management or relationship management in a bank or financial institution.- Strong understanding of financial markets, investment products, and HNI client needs.- Excellent communication, interpersonal, and client-servicing skills. (ref:updazz.com)

Payroll Type : Permanent