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Market Lead (Kolkata)

XpertReach

kolkata, west bengal, India Full-time June 12, 2026
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Opportunity 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:

  1. Client Relationship Management:
    • Develop and maintain strong, long-term relationships with existing and prospective HNI clients.
    • Regularly meet clients to understand their financial goals, objectives, and risk tolerance.
    • Serve as the primary point of contact for clients, providing exceptional customer service and personalized solutions.
    • Ensure ...
Full-time Other-General

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