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12/12 Palak Gosar
HR Consultant at Peoplenomic Consulting Firm

Views:11 Applications:11 Rec. Actions:Recruiter Actions:0

Relationship Manager/Wealth Manager - Sales - BFS (5-15 yrs)

Kolkata Job Code: 303635

- Instrumental in Increasing the client base, revenue, and market share by adding to the Pool of UHNI, Large Self Trader clients and corporate customers.

- Ensure effective client management and retention by maintaining relationships across the set of HNI clients and corporate investors.

- Aim to maximize the wallet share of the client through equity and cross sell products like Alternative Investments, Fixed Income, Forex, PMS, AIFs etc.,

- Maintain multi product focus and equally drive Cross Sell Investment Products to attain clients' needs and desired Profitability from Cross Sell segment to existing and new clients.

- Exhibit high level of business acumen to achieve optimum Risk to Reward

- Liaise with internal teams like Risk, Operations etc. for smooth functioning of the business.

Functional & Behavioral Competencies :

- Adherence to Corporate & Regulatory Governance Risk framework

- Strong Capital Markets Knowledge - Cash, F&O, Currency

- Expertise in Structured & Wealth products - MFs, PMS, AIFs, SP etc., and the nuances of product structuring and customizations for HNI client segments

- Passion to grow business, problem solving skills.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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