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02/06 Arup Kumar Roy
Managing Partner at Aspiris Global Solutions

Views:4 Applications:8 Rec. Actions:Recruiter Actions:2

Wealth Manager - Private Bank (5-10 yrs)

Kolkata Job Code: 216387

1. The Relationship Manager would be responsible for acquiring fresh clients ( Affluent and super affluent clients)

2. Maintaining client relationships and increasing the AUM of each customer

3. Advising the clients on their portfolio and managing their overall portfolio and deepening the same

4. Increasing the revenue of the Bank through selling of various types of wealth products

5. Track the affluent and super affluent clientele for fresh acquisition

6. To continuously update oneself on available investment opportunities/financial market trend whether they are fit for the client portfolios

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