Job Details

Job Title

Relationship Manager

Location

Kolkata

Key Accountabilities

• Effectively build and manage client relationship
• Deliver Revenue
• Acquire new Customers
• Cross- sell multiple product to achieve required product penetration
  • HNI Equity ( sourcing of new HNI broking accounts and generating equity revenues)
  • Life Insurance
  • Real Estate advisory
  • Company Corporate FDs
  • Mutual Funds/FMPs
  • Portfolio Management Services/Structured Products/Private Equities
  • General Insurance
  • Wealth Management Products
• Ensure Financial Planning and regular portfolio review of client

Years of experience

1-5 years

Industry preference

Broking and Banking