Relationship Manager

Role Overview

As a Relationship Manager at Master Trust Limited based in Kolkata, you will be entrusted with offering tailored investment and financial planning guidance to affluent clients. Your duties will span overseeing client portfolios, allocating assets wisely, conducting market evaluations, and delivering strategic advice aimed at wealth enhancement, asset protection, and succession management.

Responsibilities

• Manage individual client portfolios ensuring optimal asset distribution.
• Conduct thorough market research and financial analysis to inform investment strategies.
• Advise clients on various financial products including mutual funds, equities, bonds, and insurance policies.
• Develop and nurture robust client relationships to foster trust and long-term partnerships.
• Ensure all services comply with prevailing financial regulations and standards.

Requirements & Skills

• Strong expertise in investment advisory and financial planning.
• Proficiency in managing high-net-worth client relationships.
• Analytical skills to perform market research and portfolio analysis.
• Capability to effectively cross-sell financial products and services.

Salary and Location

The position offers a monthly remuneration ranging from INR 25,000 to INR 59,000, based in Kolkata, West Bengal.