Market Lead (Kolkata)
XpertReach • Kolkata, India
Role Description
Job Overview:
The Relationship Manager for Wealth Management (HNI) will be responsible for managing a portfolio of high-net-worth individuals (HNI), providing them with comprehensive financial advice, solutions, and services tailored to their specific needs. This role requires an individual with strong relationship-building skills, extensive knowledge of wealth management products and services, and the ability to offer personalized investment strategies and solutions.
Key Responsibilities:
- Client Relationship Management:
- Develop and maintain strong, long-term relationships with existing and prospective H...