relationship manager in kolkata

posted
contact
randstad india
position type
permanent
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posted
location
kolkata, west bengal
function
Banking & finance
position type
permanent
experience
3-5
reference number
58083
contact
randstad india

job description

relationship manager in kolkata

1. Acquisition of new clients and formulating strategies to increase the client base.

2. Dealing with existing clients.

3. Preparation and execution of Financial Planning.

4. Regular portfolio review of client.

5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.

6. Approaching need based product to the client through Financial Planning.

7. Access the portfolio risk according to changing market situation.

8. Generating the revenue primarily through core products.

Location –  Kolkata/Patna/Bhubaneswar

 

 

skills

PMS, Equity, 1. Acquisition of new clients and formulating strategies to increase the client base. 2. Dealing with existing clients. 3. Preparation and execution of Financial Planning. 4. Regular portfolio review of client. 5. Providing advisory services into vari, Mutual Funds, FD, Bond, Gold(ETF), & FMP. 6. Approaching need based product to the client through Financial Planning. 7. Access the portfolio risk according to changing market situation. 8. Generating the revenue primarily through core products.

qualification

B.Com