Client Relationship Manager

5 months ago


Kolkata, India Cholamandalam Securities Limited Full time

Designation: Client Relationship Manager-PCG Advisory

Vertical: Private Client Group

Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad


As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.


Responsibilities:

  • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
  • Creation of revenue & Activation of clients through effective Advisory.
  • Cross selling of other products like Mutual fund, PMS, Insurance.
  • Handling Queries & complains of client's & solving it within TAT.
  • Acquiring new clients & retaining the old clients by periodic meetings.
  • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
  • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.


Qualification & Experience:

  • MBA/ PGDM/ Post Graduate degree in Finance or a related field.
  • NISM/NCFM certificate or equivalent certification relevant to stock markets.
  • Minimum 1 year of experience in a stock broking company or a similar financial institution.
  • Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry Regulations.
  • Proficiency in MS Excel and other relevant software.
  • Strong Analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work well under pressure and in a fast-paced environment.


If your profile matches the above requirement, please share your updated CV to lathikakapoor@chola.murugappa.com



  • Kolkata, West Bengal, India Bajaj Allianz Life Insurance Co Ltd Full time

    About the Role:Bajaj Allianz Life Insurance is seeking a seasoned Client Relationship Manager to join their team. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, understanding their business objectives and challenges, and providing strategic recommendations to drive growth and...


  • Kolkata, West Bengal, India BC Web Wise Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Client Relationship Manager at BC Web Wise.Key ResponsibilitiesDevelop and maintain strong relationships with clients to ensure their objectives are met and exceeded.Manage the day-to-day financial management of accounts, ensuring timely and budget-friendly...


  • Kolkata, West Bengal, India BC Web Wise Full time

    About The RoleThis role is focused on delivering exceptional client service, ensuring timely completion of client objectives and maintaining the financial management of accounts.We are looking for a skilled professional to develop and implement business proposals that align with client goals and objectives.Key responsibilities include tracking progress on...


  • Kolkata, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets. Responsibilities: ...


  • Kolkata, West Bengal, India BC Web Wise Full time

    About This RoleWe are seeking a highly skilled and experienced Client Servicing Executive to join our team at BC Web Wise. As a key member of our client services team, you will be responsible for delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and execute client engagement strategies to meet business...


  • Kolkata, India Acme services Full time

    Hi, Your Profile has been Shortlisted for the role of **Client Relationship Executive (Customer Support)** in a **Leading Company** ! **LOCATION- Bhowanipure, Kolkata** **JOB DESCIPTION**: **Client Engagement**: Initiate and maintain regular contact with our clients to build rapport, understand their preferences, and anticipate their needs. This includes...


  • Kolkata, West Bengal, India Dewars Garage Ltd Full time

    Responsibilities of a Relationship ManagerDewars Garage Ltd is seeking a Relationship Manager to develop and maintain strong, trusting relationships with our valued customers. The ideal candidate will possess excellent customer service skills and a thorough understanding of customer needs.Customer Needs Assessment: The Relationship Manager will be...

  • Relationship Manager

    4 weeks ago


    Kolkata, West Bengal, India Talent Corner Full time

    About the RoleTalent Corner is seeking an experienced Relationship Manager to join our Private Client Group. As a key member of our team, you will be responsible for driving client acquisition and growth by targeting high net worth individuals and families.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their...

  • Client Relationship

    6 months ago


    Kolkata, India Nsuregrowth Full time

    We are seeking a dynamic and results-driven Sales and Relationship Manager to join our esteemed wealth management firm. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth clients, as well as generating new business opportunities. As a Sales and Relationship Manager, you will play a crucial role in...


  • Kolkata, India Executive Hunters Full time

    **JOB DESCRIPTION**: **Role - **Client Relationship Executive **Location** - Kolkata West Bengal Budget - 15K - 20K Monthly **Expereince**: - 0 - 6 Month **Job Role & Responsibilities** - Maintaining Healthy Relations with The Client - Develop and Manage Relationships with Clients - Create Plans to Address Clients' Business Needs - Providing Clients...


  • Kolkata, West Bengal, India Chola MS General Insurance Full time

    We are seeking a Client Relationship Specialist to foster strong relationships with our clients at Chola MS General Insurance.The ideal candidate will have excellent communication skills and be able to build trust with clients, ensuring their needs are met.Main Responsibilities:Maintaining Product Knowledge: Develop and maintain a deep understanding of Chola...


  • Kolkata, India Executive Hunters Full time

    **Job description** **JOB DESCRIPTION**: **Role - **Client Relationship Executive **Location** - Kolkata West Bengal Budget - 15K - 20K Monthly **Expereince**: - 0 - 6 Month **Job Role & Responsibilities** - Maintaining Healthy Relations with The Client - Develop and Manage Relationships with Clients - Create Plans to Address Clients' Business Needs -...


  • Kolkata, India EFF N BEE MARKETING PVT LTD Full time

    JOB ROLE: - CORPORATE CLIENT HANDLING - BUILDING AND MAINTAINING CORPORATE RELATIONSHIPS WITH THE EXISTING AND NEW CLIENTS - MARKET ANALYSIS - BRAND HANDLING - BRAND COMMUNICATION - INSIGHT RESEARCH **Salary**: ₹20,000.00 - ₹25,000.00 per month Schedule: - Day shift Ability to commute/relocate: - Kolkata, West Bengal: Reliably commute or planning...


  • Kolkata, India Prime Services Private Limited Full time

    **Only For Female** **Qualification**: Graduation **Experience **:Minimum 1 year **Salary-** Upto 25000 (as per experience) **Job Title**: Client Relationship Executive. (Note: It’s not a Field Sales.) **Responsibility**: Build strategic relationships and partner with clients. Maintain a portfolio of prospective clients, serve as the first point of contact...


  • Kolkata, West Bengal, India DBS Bank Full time

    Key Responsibilities:• Acquire new clients within the branch catchment area and build strong relationships to generate revenue through cross-selling of various banking products.• Sourcing high-quality salary accounts from corporates and facilitating the activation of opened accounts, UPI linkage, and increasing wallet share of banking products, including...


  • Phulbagan, Kolkata, West Bengal, India Peedee World Full time

    **We are renounced advertising and event management agency.** - Client Onboarding: Assist in the onboarding process for new clients, helping them get started with the company's products or services - Client Communication: Maintain regular communication with clients, addressing concerns, and requests promptly. - Relationship Building: Build and nurture...

  • Relationship Manager

    4 weeks ago


    Kolkata, West Bengal, India DBS Bank Full time

    Job Title: Relationship ManagerDBS Bank is seeking a skilled Relationship Manager to join our team in India. As a key member of our SME Banking team, you will be responsible for building and maintaining relationships with existing and new clients, identifying business opportunities, and delivering exceptional customer service.Key Responsibilities:Source new...


  • New Town, Kolkata, West Bengal, India Candidate Express Pvt Ltd Full time

    **Company Description** Entrepot Media Pvt Ltd is an end-to-end provider of digital marketing services located in Rajarhat. Our experienced team of experts focuses on assisting businesses in acquiring desired leads while providing customized and result-oriented solutions. We aim to build long-lasting client partnerships based on our belief in providing a...


  • Salt Lake, Kolkata, West Bengal, India TP Digital Technologies Full time

    **Job Summary**: The Client Relationship Intern will support the Client Relationship team in managing and nurturing client relationships. This role involves direct interaction with clients, assisting with client queries, and ensuring a high level of client satisfaction. The intern will gain hands-on experience in client management and develop essential...


  • Kolkata, West Bengal, India MK Jha & Company Full time

    Meeting with potential clients to gauge the utility and viability of prospective working relationships. - Ensuring regular contact with existing clients to maintain our company's presence. - Repairing disengaged or fractured relationships. - Conducting in-depth needs assessments to better understand each client's requirements. - Identifying a range of our...