Relationship Manager
Found in: Appcast Linkedin IN C2 - 3 weeks ago
Location: South Kolkata
Requirement:
- The candidate needs to have minimum 3-5 years' experience in wealth management.
- The candidate needs to be both NISM and IRDA certified with active certifications.
- Minimum education qualification is graduation.
The following are the specifications for the role:
- The candidate should be a proven performer with excellent track record in retail and with HNI clients.
- Should have ample experience handling banking products, wealth management and revenue generation business from HNI and UHNI clients; should have experience in Life Insurance, General Insurance, LAP, LRS, Home Loan, FD, RD, Savings & Current Accounts, Mutual Funds, etc.
- The candidate should have developed and maintained a good relationship with the existing HNI customers of the bank and should have managed business operations with key focus on increasing revenues for the client as well as for the bank and identify new business opportunities.
- The candidate should have spearheaded effort in analyzing existing market trends and understood company specific investment requirements and ensured effective investment solutions to ensure maximum profitability.
- The candidate should have sound knowledge of various financial / investment products and market dynamics with insight into equities, mutual funds, stocks and protection products.
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Found in: Talent IN C2 - 2 weeks ago
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Found in: Appcast Linkedin IN C2 - 2 days ago
Kolkata, India Talent Leads HR Solutions Pvt Ltd Full timeRelationship Manager Retail SalesPosition Purpose: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets. Principal Accountabilities:Generating Business Contribute to sustained growth in sales through...
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Found in: Talent IN C2 - 2 weeks ago
Kolkata, India EngageMyTalent HR Solutions LLP. Full timeJob DescriptionThe Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties...
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