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Looking For Relationship Manager Wealth

NB Consultancy Services Verified employer

Actively hiring · Posted 25d ago · JEV2610168B3E2C92

Salary₹2,50,000 – ₹6,50,000 per year
Experience1 yr
LocationSiliguri, West Bengal
Work modeOffice · Full time
Openings1

Job description

We are seeking a motivated and dedicated Relationship Manager Wealth to join our team in Siliguri. In this role, you will be responsible for managing client relationships and providing tailored wealth management solutions.Key Responsibilities:1. Client Engagement: Develop and maintain strong relationships with clients, understanding their financial needs and objectives to offer suitable wealth management services.2. Portfolio Management: Assist clients in creating and managing investment portfolios, ensuring they align with their financial goals and risk tolerance.3. Market Research: Stay updated on market trends and financial products, providing clients with insightful recommendations based on thorough analysis.4. Compliance: Ensure that all client interactions and transactions comply with regulatory requirements and internal policies, safeguarding both the clients' and the company's interests.Required Skills and Expectations:Candidates should have 1 to 4 years of relevant experience in wealth management or financial services. A graduate degree is necessary for this position. Strong communication and interpersonal skills are essential for effectively engaging with clients and understanding their needs. Candidates must demonstrate a solid understanding of financial products, investment strategies, and market dynamics. A proactive approach to problem-solving and the ability to work collaboratively in a team environment are also important for success in this role. The position requires commitment and a willingness to work from the office, ensuring constant availability for client meetings and interactions.Experience1 - 4 YearsNo. of Openings20EducationGraduate (B.A, B.Arch, B.C.A, B.B.A, B.Com, B.Sc, Professional Degree)RoleRelationship Manager WealthIndustry TypeBankingGender[ Male / Female ]Job CountryIndiaType of JobFull TimeWork Location TypeWork from Office

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