Client Relationship Manager

3 weeks 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


  • Client Relationship

    7 days ago


    Kolkata, West Bengal, 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 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, 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, 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, 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...

  • Client Relationship

    1 month 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 ICONIX GOLD Full time

    Job Title**:Customer Relationship Executive** **Our Products & services : Softwares, Websites, Digital Marketing** **Job Responsibilities.** - Keeping connections with Clients on a day-to-day basis - Visit the client's place, obtain feedback, and offer services on a day-to-day basis. - Generating new leads from existing clients and closing the deal -...


  • 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, 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 Standard Chartered Full time

    **Job***: Retail Banking **Primary Location***: Asia-India-Kolkata **Schedule***: Full-time **Employee Status***: Permanent **Posting Date***: 03/Apr/2023, 6:11:24 AM **Unposting Date***: Ongoing **Roles and Responsibility** - Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management - Focus on...


  • Kolkata, India Great Media Technologies Pvt Ltd Full time

    **Job Summary**: As a Client Relationship Associate, you will be the primary point of contact for clients, handling their inquiries, resolving issues, and ensuring their overall satisfaction. Your role is crucial in building and nurturing long-term relationships with clients, identifying their needs, and promoting the company's products or...


  • Kolkata, India Shiksit Full time

    Join our team if your having experience as a **Client Relations Executive** **Job Role & Responsibilities** - _Maintaining Healthy Relations With The Client_ - _Develop And Manage Relationships With Clients_ - _Providing Clients With Relevant Information About The Products And Services_ - _Maintaining A Detailed And Accurate Record Of All Client Details And...


  • Kolkata, India Purpple designs Full time

    Understand requirements of clients and offer solutions to them through the team by way of proposals - Maintaining healthy relationship with clients by providing quick support to them. - Need to be always available when a client is reaching out - Convert clients to opt for additional service - Being a supportive wall between the Marketing and...


  • 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, West Bengal, India Paradise Placement Consultancy Full time

    Job Description: The 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 relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish...


  • 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, India Ecotence Full time

    **Responsibilities**: - Engaging with potential clients to create new business opportunities, pitching them our business plans and negotiating the terms of an agreement. - Generate and identify sales leads, pitching or services to new clients and maintain a good working relationship with existing ones. - Source new sales opportunities through Bidding...


  • Kolkata, India Ecotence Full time

    **Responsibilities**: - Engaging with potential clients to create new business opportunities, pitching them our business plans and negotiating the terms of an agreement. - Generate and identify sales leads, pitching or services to new clients and maintain a good working relationship with existing ones. - Source new sales opportunities through Bidding...


  • 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...