Relationship Manager - Premium Wealth Management Segment - UHNI - NBFC

We have very urgent position in one of BEST NBFC organizations across the following location

POSITION - Relationship Manager - Premium wealth management segment

LOCATION - KOLKATA

OFFERED CTC - upto 11 to 17 lacs (APPROX ) ; depending upon last drawn CTC, total experience, current AUM size, interview status etc .

JOB PURPOSE :

Principal Accountabilities :

- To devise mechanisms for achieving sales and revenue targets and deploy resources accordingly. To map the target ULTRA HNI clients in the area and drive relationships with them.

- To analyze the customer profiles & the financial analysis / investment advice provided by various RMs and provide feedback.

- To effectively deploy schemes & prioritize sales. To keep abreast with the research generated internally and ensure that they are shared with the HNIs; also pass feedback of customer requirements to the research team.

- To achieve defined sales targets of assigned portfolios and analyze performance periodically.

- To constantly focus on fee generating service offerings to meet the projected fee income

REQUIREMENTS :

Industry : Banks / NBFC / Other BFSI .

- Candidates in the premium wealth management category / ULTRA HNI handling exposure is preferred.

- Candidates should have a market knowledge / exposure of Kolkata.

TCPL