Relationship Manager

Choice International; Kamrup Metropolitan, Tinsukia, Kolkata District; On-site; INR 300,000 - 600,000; Full time

Job summary

Choice International is seeking a results-driven wealth management professional in India to manage relationships with High Net Worth Individuals and NRIs, driving client acquisition and growth. You will identify cross-selling opportunities across a wide range of financial products and tailor solutions to meet client needs.

The role requires building deep client understanding and consistently meeting monthly targets while delivering excellent service.

Qualifications

• Experience in wealth management or financial services is preferred.

Responsibilities

• Manage relationships with HNIs and NRIs to acquire new clients and grow existing ones.
• Identify cross-selling opportunities for financial products such as equity, broking, wealth management, mutual funds, and related services.
• Develop a deep understanding of client needs and provide tailored financial solutions.
• Meet or exceed monthly targets set by the organization.

Job description

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients and grow existing ones.
• Identify cross-selling opportunities for various financial products such as equity, sales, broking, wealth management, demat, HNI services, mutual funds, and field sales.
• Develop a deep understanding of client needs and provide tailored solutions to meet their requirements.
• Meet or exceed monthly targets set by the organization.