Wealth Manager - PCG Elite Sales - Private Banking

TGP GROWTH PARTNERS LLPKolkata, West Bengal, IndiaAdded 4d ago

Relationship Manager

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Job description

Key responsibilities and accountabilities: - Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile. - Showcase entire product suite to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. - Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. - Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks. - Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth. - Achieve revenue objectives as assigned by the organization. - Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Skills required: - 6 - 8 years relevant work experience in a Wealth management/Private Banking platform. - Post graduate from a premier institute. - Self-starter, proactive & target oriented. - Strong networking & relationship building skills. - Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

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