Preferred Relationship Manager
4 weeks ago
The Relationship Manager is the ultimate face of our business, serving as the final point of contact with clients.
Key Responsibilities:- Acquire and manage High Net Worth relationships by delivering exceptional service standards.
- Establish strong ties with clients through customized financial planning and advice.
- Maintain client relationships, generating assets under management (AUM) from preferred clients.
- Advise Affluent & Super Affluent clients on investments and manage their overall financial portfolios.
- Deepen wallet share from existing clients and identify new business opportunities in the market.
- Experience working in a Private Bank/Wealth Management setup.
- Sales experience with products such as Mutual Funds, PMS, and Structured Products.
- Ability to handle and manage clients with minimum investment amounts of Rs 1 Cr and above.
- Strong analytical skills and ability to work effectively in teams.
- Minimum tenure of 3-4 years of stability in previous companies.
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Preferred Relationship Manager
4 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager 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 by...
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Preferred Relationship Manager
4 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager 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 by...
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Abakkus - Manager - Client Relationship
3 weeks ago
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeExperience: 8-12 Years Abakkus Asset Manager Private Limited Abakkus is an alpha focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors. In just 6 years...
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Abakkus - Manager - Client Relationship
3 weeks ago
Kolkata, West Bengal, India Abakkus Asset Manager Private Limited Full timeExperience: 8-12 Years Abakkus Asset Manager Private Limited Abakkus is an alpha focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors. In just 6 years...
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Relationship Manager
3 days ago
Kolkata, West Bengal, India OrbiTouch HR (orbiTouch outsourcing pvt ltd) Full timeRelationship Manager Job Description We are seeking a highly motivated Relationship Manager to join our team. Key Responsibilities: Develop and maintain a deep understanding of the demographics, needs, and preferences of IFA's, HNI, and UHNI families across various states and cities. Nurture strong working relationships with IFAs, identifying their business...
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Relationship Management
4 weeks ago
Kolkata, West Bengal, India Paradise Placement Consultancy Full timeJob 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...
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Relationship Manager
3 weeks ago
Kolkata, West Bengal, India Covenant Consultants Full timeJob 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...
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Relationship Manager
4 weeks ago
Kolkata, West Bengal, India Chola MS General Insurance Full timeRelationship 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...
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Relationship manager
2 days ago
Kolkata, West Bengal, India OrbiTouch HR Full timeUrgent Hiring || Relationship Manager ||KolkataProfile- Relationship managerExperience- 2+ yearsCtc-10 lpaWorking Days :- 6 DaysLocation-KolkataJob Responsibilities:- Relationship Manager should have a good demographic understanding of IFA's/HNI/UHNI families across the state and cities.- A good working relationship with IFA's is extremely important.-...
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Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Cholamandalam Securities Limited Full timeJob DescriptionCompany DescriptionChola Securities is a 100% subsidiary of Cholamandalam Investment and Finance Company Limited, a Murugappa Group Company. As a leading broking and distribution company, we have been providing investment solutions to individual clients and equity advisory services to institutional investors for nearly 29 years. We are proud...
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Relationship Manager
4 days ago
Kolkata, West Bengal, India OrbiTouch HR (orbiTouch outsourcing pvt ltd) Full timeUrgent Hiring || Relationship Manager ||KolkataProfile- Relationship managerExperience- 2+ yearsCtc-10 lpaWorking Days :- 6 DaysLocation-KolkataJob Responsibilities:- Relationship Manager should have a good demographic understanding of IFA's/HNI/UHNI families across the state and cities.- A good working relationship with IFA's is extremely important.-...
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Relationship Manager
4 weeks ago
Kolkata, West Bengal, India Dewars Garage Ltd Full timeWe 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...
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Relationship Manager
3 weeks ago
Kolkata, West Bengal, India YES BANK Full timeJob Summary: The ideal candidate will be responsible for managing Key Clients – HNIs and Ultra HNIs and providing expert relationship management experience as a Domain Expert. Key Responsibilities: Drive the acquisition of Personal Banking and Wealth Management relationships for Owner/Promotors/Directors/CFOs/Corporate Treasuries Wealth in liaison with the...
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Imperia Relationship Manager
1 day ago
Kolkata, West Bengal, India MAXTALENT Full timeWe are Sourcing Candidates for India's No.1 Pvt Bank at Kolkata for the position Imperia Relationship Manager in Kolkata. The ideal candidate shuld be from Banking Industry with Portfolio Management of large number of customer base (ranging from 350-500 customers). Candidate should be able to handle big sized portfolios (book size ranging from 100 to 200...
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Relationship Manager
3 weeks ago
Kolkata, West Bengal, India Tata Mutual Fund Full timeJob DescriptionJob Description1. Aggressively drive the sales numbers and achieve the business targets for Education loans2. Maximize sales through a network and relationships with educational institutes.3.Carry out regular meetings and sales calls with prospective clients on a regular basis to source business4.Develop and maintain strong liaisons with the...
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Buyer Relationship Manager
3 weeks ago
Kolkata, West Bengal, India Larsen & Toubro Full timePosition: Relationship Manager - Buyer L&T is a major technology, engineering, construction, manufacturing and financial services conglomerate, with global operations. The Company addresses critical needs in key sectors Hydrocarbon, Infrastructure, Power, Process Industries and Defense - for customers in over 30 countries around the world. We combine a...
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Relationship Manager
1 week ago
Kolkata, West Bengal, India STAFFIAA Full timeJob Title: Relationship Manager – Gold LoanLocation: Kolkata, HowrahExperience: Minimum 2 years in pure gold loans or branch banking with gold loans as a cross-selling productEducation: Graduation (Mandatory)Job Type: Full-timeJob Summary:We are seeking a dynamic and results-driven Relationship Manager – Gold Loan to join a Leading Bank in Kolkata. The...
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Senior Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Ashika Group Full timeJob Location: KolkataAbout Us: Ashika is a financial services firm that offers services comprising of Retail broking, lending, investment banking, wealth management and alternative investment funds. As a forward-thinking organization, Ashika believes in prioritizing the well-being and professional development of its employees as a foundation of its success....
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Relationship Manager
4 weeks ago
Kolkata, West Bengal, India The People Operations Full timeUrgent hiring for DM and RM In CAT Axis Channel for Life Insurance company CTC Up to 5 LPA Locations: Mumbai Raipur Jamshedpur Lucknow Kanpur Barielly Kolkata Rajkot Durg KEY RESPONSIBILITIES -------------------------------------------------------------- Service through relationship management Establishing and strengthening relationship with the...
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Client Relationship Manager
3 days ago
Kolkata, West Bengal, India OrbiTouch HR (orbiTouch outsourcing pvt ltd) Full timeJob Title: Client Relationship ManagerWe are seeking a highly motivated professional to fill the role of Client Relationship Manager. The ideal candidate will have excellent communication skills, a deep understanding of the financial services sector, and a passion for driving business growth.The primary responsibilities of this role include:Developing and...