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Tata Capital
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Sr.Relationship Manager - Wealth - Kolkata - Avani Signature - MM *RH*

Sr.Relationship Manager - Wealth - Kolkata - Avani Signature - MM RH

Tata Capital

2 - 7 years

5 - 9 Lacs

Kolkata

Posted:1 day ago| Platform:

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Skills Required

financial analysis portfolio portfolio management wealth management financial planning hni amfi business development sales broking marketing financial products relationship management mf acquisition mutual funds performance analysis finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility
Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery.
Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives.
Manage a group of HNI clients, providing financial products to meet their needs.
Cross-sell to mapped broking clients and services according to customer needs.
Enhance and retain customer profitability by capturing a larger share of the wallet.
Ensure portfolio profitability by generating high income per customer.

Job
MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred.
Proven experience in business development, portfolio performance analysis, and financial planning.
Strong knowledge of wealth management, financial analyst, and portfolio management.
Excellent communication and interpersonal skills.
Ability to work with HNI clients and provide tailored financial solutions.
Experience in acquiring new customers who meet product criteria through cross-referencing.

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Tata Capital

Financial Services

Mumbai Maharashtra

5001-10000 Employees

3543 Jobs

Key People

Rajesh Sethi

Managing Director & CEO
Supratim Bandyopadhyay

Chief Financial Officer
Ravi K. S. R.

Chief Technology Officer

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Sr.Relationship Manager - Wealth - Kolkata - Avani Signature - MM RH