Synergy plus business group consultant Hiring for Relationship Manager – Wealth Management Job at Calcutta Full Time

Greetings from Synergy plus business consulting group. We are looking for a Wealth relationship manager for a leading bank in Kolkata.

1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisitions.
2. Revenue generation through the cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets, etc.
3. Ensure quality of sourcing by acquiring Potential Insignia Clients.
4. Acquiring and managing both business, individual (resident and
NRI) clients.
5. Increase product penetration and exit barriers, by cross-selling more products per client.
6. Performing Portfolio allocations, reviews & financial check-ups for each client at
a defined frequency.
7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
8. Work in close coordination with the Client Experience Manager to deliver superior service to clients.
9. Ensuring adherence to Compliance processes and guidelines.
10. Reduce rejection rates and improve the quality of documentation.
11. Ensuring 360° client engagement – “Total Client Ownership”.

Experience required:
Relevant Business Banking / Wealth Management Experience in Banks, NBFC,
brokerage House.

Job Type: Full-time

Salary: Up to ₹1,500,000.00 per year

Schedule:

• Day shift

Experience:

• Wealth management: 4 years (Required)