Client Relationship Manager

KijiJobs · recruiting for a confidential client

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Listing updated

Pay
₹60,000–1.2 lakh a month
Location
Kolkata, West Bengal
Work mode
Hybrid
Job type
Full time
Experience
5–10 yrs
Category
Wealth Management

In hand: about ₹54,000–1,01,800 a month after PF and income tax (estimate). How it's worked out

Lead client relationships as a Client Relationship Manager in a dynamic wealth management firm.

Apply now

About the role

As a Client Relationship Manager, you will be the primary point of contact for high-net-worth clients, ensuring their needs are met with exceptional service. You will develop and implement personalized wealth management strategies and foster strong relationships to drive client satisfaction and retention. This role is ideal for seasoned professionals with a passion for finance and client engagement. Our client promotes a culture of excellence and offers significant growth opportunities.

What you'll do

  • Manage and nurture client relationships
  • Develop customized wealth management strategies
  • Collaborate with investment teams to support client needs
  • Monitor client portfolios and provide performance updates

What you'll need

  • Bachelor's degree in Finance or related field
  • 5-10 years of experience in client relationship management
  • Strong understanding of investment products

Skills

Excellent interpersonal skills Strong analytical and problem-solving skills Ability to work under pressure

Good to have

Certification in financial planning Knowledge of regulatory compliance

Benefits

  • Competitive salary with performance incentives
  • Health and wellness programs
  • Career advancement opportunities

Interested in this role?

It takes about two minutes. Free to apply — KijiJobs never asks candidates for money.

Apply now

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Questions about this job

What does a typical day look like for this role?
You will meet with clients, develop wealth strategies, and collaborate with internal teams.
What experience is required for this position?
5-10 years of experience in wealth management or financial services is needed.
Is this position hybrid?
Yes, this role allows for both onsite and remote work.

Listing last updated

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Client Relationship Manager

₹60,000–1.2 lakh a month

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