Relationship Manager Kolkata
V
Vitasta Consulting Pvt Ltd
📍 kolkata, west bengal, India
Job Description
BASIC ROLE INFORMATION:
Function / Department / Vertical:
Private Wealth Sales
Educational Qualifications:
MBA /Post Graduate
Role
Private Banker
Experience
5+
RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )
Understand in detail clients investment needs & create a long term Asset Allocation plan.
Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
Handle the clients’ investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
Managing team and client relationships and generating AUM from preferred clients.
To...
Function / Department / Vertical:
Private Wealth Sales
Educational Qualifications:
MBA /Post Graduate
Role
Private Banker
Experience
5+
RESPONSIBILITIES & TASKS: ( Key Responsibilities & tasks carried out by the Position in line with Job Objective )
Understand in detail clients investment needs & create a long term Asset Allocation plan.
Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
Handle the clients’ investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
Managing team and client relationships and generating AUM from preferred clients.
To...