Relationship Manager/Wealth Manager - Sales - BFS (5-15 Yrs) Kolkata (BFSI Sales)

- Instrumental in Increasing the client base, revenue, and market share by adding to the Pool of UHNI, Large Self Trader clients and corporate customers.- Ensure effective client management and retention by maintaining relationships across the set of HNI clients and corporate investors.
-Aim to maximize the wallet share of the client through equity and cross sell products like Alternative Investments, Fixed Income, Forex, PMS, AIFs etc.,- Maintain multi product focus and equally drive Cross Sell Investment Products to attain clients needs and desired Profitability from Cross Sell segment to existing and new clients.- Exhibit high level of business acumen to achieve optimum Risk to Reward - Liaise with internal teams like Risk, Operations etc. for smooth functioning of the business.Functional & Behavioral Competencies :- Adherence to Corporate & Regulatory Governance Risk framework- Strong Capital Markets Knowledge - Cash, F&O, Currency- Expertise in Structured & Wealth products - MFs, PMS, AIFs, SP etc., and the nuances of product structuring and customizations for HNI client segments- Passion to grow business, problem solving skills. (ref:updazz.com)

Payroll Type : Permanent