Relationship Manager

18 hours ago


Kolkata, India Abakkus Asset Manager Private Limited Full time

Company Profile: We are an Alpha focused boutique asset manager managing INR 32,200 Crs (as on 31st Aug 2024) in listed Indian equities. Abakkus is professionally run asset manager with highly experienced and able team with endeavor to generate alpha by strict adherence to processes, framework and discipline.


Opening is for Multiple Location:


  1. Pune and ROMG - 5 years to 8 years of PMS, AIF, Sales Distribution.
  2. Kolkata and Rest of East - 5 years to 8 years of PMS, AIF, Sales Distribution.


JOB DESCRIPTION

  1. Reporting to – National Sales Head
  2. Designation as per total work experience
  3. Qualification: Graduation / PG (Preferably Sales, Finance, Marketing)
  4. Background: From an AMC only (MF, AMC or PMS, AIF, Distribution)


This description outlines a comprehensive role in wealth management and distribution, emphasizing client relationship management, market penetration, and team leadership. To summarize the main responsibilities:

  • AUM Growth through Relationships: Build and maintain relationships with key partners like national distributors, banks, and direct clients to drive Assets Under Management (AUM) growth.
  • Promotion & Brand Strategy: Plan and implement targeted promotional strategies to increase market penetration and brand visibility at both the investor and distributor levels.
  • Channel Strengthening & Training: Strengthen distribution channels by providing essential training, including technical and soft skills, to ensure effective outreach and support.
  • Operational Compliance: Ensure seamless branch operations with strict adherence to regulatory compliance.
  • Sales of PMS to HNIs: Sell Portfolio Management Services (PMS) products to High Net-Worth Individuals (HNIs) and provide investment advisory services across different segments, including banking, non-banking, institutional, and offshore investors.
  • Relationship Management with Intermediaries: Maintain relationships with key intermediaries (e.g., SCB, HDFC, Kotak Privy, Aditya Birla, etc.) and onboard/train Independent Financial Advisors (IFAs) to generate business across the region.


Mandatory NISM Courses:

  • NISM Series XXI-A: Portfolio Management Services (PMS) Distributors


  • Relationship Manager

    5 hours ago


    Kolkata, India Abakkus Asset Manager Private Limited Full time

    Company Profile: We are an Alpha focused boutique asset manager managing INR 32,200 Crs (as on 31st Aug 2024) in listed Indian equities. Abakkus is professionally run asset manager with highly experienced and able team with endeavor to generate alpha by strict adherence to processes, framework and discipline. Opening is for Multiple Location: Pune and ROMG...

  • Relationship Manager

    13 hours ago


    Kolkata, India Abakkus Asset Manager Private Limited Full time

    Company Profile: We are an Alpha focused boutique asset manager managing INR 32,200 Crs (as on 31st Aug 2024) in listed Indian equities. Abakkus is professionally run asset manager with highly experienced and able team with endeavor to generate alpha by strict adherence to processes, framework and discipline.Opening is for Multiple Location:Pune and ROMG - 5...


  • kolkata, India Abakkus Asset Manager Private Limited Full time

    Company Profile: We are an Alpha focused boutique asset manager managing INR 32,200 Crs (as on 31st Aug 2024) in listed Indian equities. Abakkus is professionally run asset manager with highly experienced and able team with endeavor to generate alpha by strict adherence to processes, framework and discipline.Opening is for Multiple Location:Pune and ROMG - 5...


  • Kolkata, India OrbiTouch HR Full time

    Urgent Hiring || Relationship Manager || KolkataPosition: Sr. Relationship Manager/ Relationship ManagerExperience- Min 2 + yearsCtc- 8 lpaLocations: Kolkata/Lucknow/ puneWorking Days- 5 daysJob Responsibilities:Relationship Manager should have a good demographic understanding of IFA’s/HNI/UHNI families across the state and cities.A good working...


  • Kolkata, India OrbiTouch HR (orbiTouch outsourcing pvt ltd) Full time

    Urgent Hiring || Relationship Manager || Kolkata Position: Sr. Relationship Manager/ Relationship Manager Experience- Min 2 + years Ctc- 8 lpa Locations: Kolkata/Lucknow/ pune Working Days- 5 days Job Responsibilities: Relationship Manager should have a good demographic understanding of IFA’s/HNI/UHNI families across the state and cities. A good working...


  • Kolkata, India OrbiTouch HR (orbiTouch outsourcing pvt ltd) Full time

    Urgent Hiring || Relationship Manager || KolkataPosition: Sr. Relationship Manager/ Relationship ManagerExperience- Min 2 + yearsCtc- 8 lpaLocations: Kolkata/Lucknow/ puneWorking Days- 5 daysJob Responsibilities:Relationship Manager should have a good demographic understanding of IFA’s/HNI/UHNI families across the state and cities.A good working...

  • Relationship manager

    3 weeks ago


    Kolkata, India Aviva India Full time

    Urgent Opening:- Sr. Relationship Manager_Sales - Aviva Life Insurance an "British MNC"# HR Spoc Linked In: - #Role:- Relationship Manager/ Sr. Relationship Manager*Function:- Aviva Life Insurance- Direct Sales*Location: Kolkata, Ahmedabad, Aurangabad , Surat, Mumbai, Nashik, Pune, Bhopal, IndoreJob Type: Full-TimeEligibility: 1-6 years of relevant...

  • Relationship Manager

    8 months ago


    Kolkata, India Dewars Garage Ltd Full time

    We are looking for a Relationship Manager to build and preserve trusting relationships with our customers.ResponsibilitiesUnderstand customer needs and develop plans to address themIdentify key staff in client companies to cultivate profitable relationshipsResolve customer complaints quickly and effectivelyForward upselling and cross-selling opportunities to...

  • Relationship Manager

    3 weeks ago


    Kolkata, India Aviva India Full time

    Urgent Opening:- Sr. Relationship Manager_Sales - Aviva Life Insurance an "British MNC"# HR Spoc LinkedIn: - #Role:- Relationship Manager/ Sr. Relationship Manager*Function:- Aviva Life Insurance- Direct Sales*Location: Kolkata, Ahmedabad, Aurangabad , Surat, Mumbai, Nashik, Pune, Bhopal, IndoreJob Type: Full-TimeEligibility:1-6 years of relevant...

  • Relationship Manager

    3 weeks ago


    Kolkata, India Aviva India Full time

    Urgent Opening:- Sr. Relationship Manager_Sales - Aviva Life Insurance an "British MNC"# HR Spoc LinkedIn: - #Role:- Relationship Manager/ Sr. Relationship Manager*Function:- Aviva Life Insurance- Direct Sales*Location: Kolkata, Ahmedabad, Aurangabad , Surat, Mumbai, Nashik, Pune, Bhopal, IndoreJob Type: Full-TimeEligibility: 1-6 years of relevant...

  • Relationship Manager

    3 weeks ago


    Kolkata, India Utpal Maity (Proprietor Of U.M.Infosystem) Full time

    Position: Relationship ManagerLocation: KolkataJob Summary:We are seeking a motivated and skilled Relationship Manager to join our team. The ideal candidate will be responsible for building and maintaining strong relationships with clients, understanding their needs, and ensuring their satisfaction with our services.Key Responsibilities:Work closely with...

  • Relationship Manager

    3 weeks ago


    Kolkata, India Aviva India Full time

    Urgent Opening:- Sr. Relationship Manager_Sales - Aviva Life Insurance an "British MNC" # HR Spoc LinkedIn: - # Role:- Relationship Manager/ Sr. Relationship Manager *Function:- Aviva Life Insurance- Direct Sales* Location: Kolkata, Ahmedabad, Aurangabad , Surat, Mumbai, Nashik, Pune, Bhopal, Indore Job Type: Full-Time Eligibility: 1-6 years of...

  • Relationship Manager

    3 weeks ago


    Kolkata, India Aviva India Full time

    Urgent Opening:- Sr. Relationship Manager_Sales - Aviva Life Insurance an "British MNC"# HR Spoc : - #Role:- Relationship Manager/ Sr. Relationship Manager*Function:- Aviva Life Insurance- Direct Sales*Location: Kolkata, Ahmedabad, Aurangabad , Surat, Mumbai, Nashik, Pune, Bhopal, IndoreJob Type: Full-TimeEligibility: 1-6 years of relevant experienceMain...


  • Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full time

    About Abakkus Asset Manager Private LimitedAbakkus is an Alpha-focused boutique asset manager with a strong presence in the Indian market. With a portfolio of INR 32,200 Crs (managed assets), we are committed to generating alpha through strict adherence to processes and discipline.The role is open for multiple locations:Pune and ROMG - 5 years to 8 years of...

  • Relationship Manager

    2 months ago


    Kolkata, India Samriddhi Mantra Placement Services Full time

    Company Profile - Our client is a Leading Insurance Broking firm in IndiaJob Title: Relationship Manager ( 1 or more years experience ) Job Location: KolkataCTC - Upto 6.00 LakhsPosition Name: Relationship Manager/ Business Development Location: Kolkata and Indore Roles and Responsibilities: 1. Responsible for Generating Sales with New/existing Customers.2....

  • Relationship Manager

    4 weeks ago


    Kolkata, India Covenant Consultants Full time

    Job Highlights:Minimum 1yr of experience from the sales backgroundPreferable from stock marketEducation:Graduate in Any Specialization/ MBA in Marketing & Finance.JOB DESCRIPTION:Candidate will be responsible for direct sales of demat accounts and margin collection for equity, commodity and currency.Responsible for generating revenue from Insurance, Value...

  • Relationship Manager

    4 months ago


    Kolkata, India NK Realtors Full time

    NK Realtors, is one of the largest vertically integrated real estate service provider in India since the last 40 years. Headquartered in Kolkata , the company is well known for its deep employee centric approach NK Realtors is easily one of the best organisation to work for and build careers. With the real estate industry on the threshold of tremendous...

  • Relationship Manager

    8 months ago


    Kolkata, India Chola MS General Insurance Full time

    Relationship Manager Bank Assurance (Induslnd Bank)We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring...


  • Kolkata, India Anand Rathi Share And Stock Brokers Ltd Full time

    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 strong ties with them...


  • Kolkata, India Kotak Mahindra Bank Full time

    Job Role:Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channel.Cross sells bank products to existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand...