SVP/ VP/ AVP/ Relationship Manager/ Private Bankers- Wealth Management

QuickTurtle; Kolkata District; On-site; INR 10,00,000 - 15,00,000; Full time

Job summary

A financial services company in Kolkata is seeking an experienced professional for a Wealth Management role to acquire and retain high-net-worth clients. The ideal candidate will have at least 7 years of experience, exceptional selling skills, and a strong knowledge of financial products. Responsibilities include generating revenue through personalized client services and maintaining strong relationships. This position expects a minimum AUM of Rs. 50 Cr and offers a dynamic work environment.

Qualifications

• Minimum 7 years of experience in Wealth Management or similar roles.
• Existing Relationship Manager with knowledge of Mutual Funds, PMS, AIF, and Stock Broking.
• AUM of at least Rs. 50 Cr.

Responsibilities

• Acquire, deepen, and retain HNI and UHNI clients.
• Generate revenue by promoting financial products.
• Network and maintain relationships with clients.
• Provide market inputs and reports to clients.

Skills

Exceptional Selling Skills

Soft Skills

Knowledge of Financial Products

Job description

• Acquiring, Deepening and Retaining HNI UHNI clients
• Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.
• Networking and cultivating a good relationship with the clients.
• Knowledge of - Equity and Debt based products , Loans
• Exceptional Selling Skills, Soft Skills, and Knowledge of Products
• Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.
• Build AUM and client base as per the target defined by the company.
• Send news and market related inputs & reports to the clients.

Candidate Profile

• Minimum 7 Years of experience,
• Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity ,
• Existing Relationship Manager - Wealth Management/ Pvt Banker,
• Having AUM of Min Rs. 50 Cr

Skills

• SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products.