Job Title Relationship Manager
Category Banking
Location Kolkata( Salt Lake, New Alipore, Burrabazar, M.G Road, Behala, Kalyani )
Company Rekrut India
Description Role & responsibilities



- Managing the High Net Worth customers of the Bank

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Profiling Customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the High Net Worth customers

- Providing financial planning & Investment Advise

- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.

- One point contact for all requirements of High Net Worth customers in the Branch

- Acquisition & Servicing of High Net Worth customers



Preferred candidate profile


Looking for candidate from Banking,securities company.


Candidate should have experience in financial product like Casa,MF,Insurance,FD.


Portfolio managing experiance required with Acqusition of new clients

also.


Interstead candidate can share resume on priyanka.singh@upgrad.com
Salary 5.5-13 Lacs P.A.
Last Date 2026-02-07 00:00:00
Apply Link Click Here