HNI Senior Relationship Manager
3 weeks ago
JD for HNI RM :Designation : Relationship Manager(HNI) Salary : CompetitiveReporting to: HNI Desk Head Location – KolkataKey Responsibilities:Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and relationship building.Promote Focus Products: Drive sales by actively promoting the focus product of the month to both existing and prospective HNI clients. Stay updated on product features, benefits, and market trends to effectively communicate value propositions.Maintain Business Records: Utilize internal software and Customer Relationship Management (CRM) tools to diligently maintain records of client interactions, transactions, and preferences. Ensure accurate and up-to-date documentation of all business activities.Sell Financial Products: Demonstrate expertise in selling a range of financial products including Mutual Funds (MF), Insurance, Portfolio Management Services (PMS), and Structured Products to HNI clients. Tailor product recommendations to suit individual client needs and investment objectives.Industry Experience: Possess a solid background in banking and broking industries with a focus on managing bank assets under management (AUM) for HNI clients. Leverage past experience to effectively navigate complex financial landscapes and provide tailored solutions.Qualifications:Bachelor's degree in Finance, Business Administration, or related field.Proven track record of acquiring and managing high net worth clients.Strong networking, communication, and negotiation skills.In-depth knowledge of financial products and markets.Proficiency in using CRM software and other relevant tools.Relevant certifications such as AMFI, IRDA, and NISM will be advantageous
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HNI Senior Relationship Manager
3 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJD for HNI RM :Designation : Relationship Manager(HNI) Salary : CompetitiveReporting to: HNI Desk Head Location – KolkataKey Responsibilities:Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and relationship...
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HNI Senior Relationship Manager
3 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJD for HNI RM : Designation : Relationship Manager(HNI) Salary : Competitive Reporting to: HNI Desk Head Location – Kolkata Key Responsibilities: Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and...
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HNI Senior Relationship Manager
3 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJD for HNI RM :Designation : Relationship Manager(HNI) Salary : CompetitiveReporting to: HNI Desk Head Location – KolkataKey Responsibilities:Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and relationship...
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Senior Relationship Manager
5 days ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJD for HNI RM : Designation : Relationship Manager(HNI) Salary : Competitive Reporting to: HNI Desk Head Location – Kolkata Key Responsibilities: Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and...
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Relationship Manager
5 days ago
Kolkata, India Anand Rathi Stocks and Brokers LTD Full timeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. Promote Focus Product of the month. Candidate should be able to acquire HNI Clients and able to...
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Relationship Manager
3 weeks ago
Kolkata, India Anand Rathi Stocks and Brokers LTD Full timeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product of the month.Candidate should be able to acquire HNI Clients and able to sell...
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Relationship Manager
3 weeks ago
Kolkata, India Anand Rathi Stocks and Brokers LTD Full timeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product of the month.Candidate should be able to acquire HNI Clients and able to sell...
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Relationship Manager
3 weeks ago
Kolkata, India Anand Rathi Stocks and Brokers LTD Full timeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. Promote Focus Product of the month. Candidate should be able to acquire HNI Clients and able to...
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Relationship Manager
1 week ago
Kolkata, India Bandhan Bank Full timeLocation: South & Central 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...
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Relationship Manager
2 weeks ago
Kolkata, India YES BANK Full timeCore ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...
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Relationship Manager
2 weeks ago
Kolkata, India YES BANK Full timeCore ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...
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▷ 15h Left: Relationship Manager
2 weeks ago
Kolkata, India Anand Rathi Stocks and Brokers LTD Full time- Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.- He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.- Promote Focus Product of the month.- Candidate should be able to acquire HNI Clients and able...
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Equity Dealer-hni
1 month ago
Lake Town, Kolkata, West Bengal, India Wealthcrop Securities Private Limited Full timeIndividuals possessing a robust existing HNI client base and the capability to nurture enduring relationships are strongly encouraged to apply. - _Any Graduate having NISM-Series VIII certification;_ - _At least 3 consecutive years of experience in handling HNI clients' equity portfolio in the professional manner and capacity._ ** Fixed Salary + Incentive...
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Relationship Management
1 month ago
kolkata, 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...
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Relationship Manager
4 weeks ago
Kolkata, India Bandhan Bank Full timeLocation:South & Central KolkataRequirement: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 isgraduation .The following are the specifications for the role:The candidate should be a proven performer with excellent...
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Relationship Manager
1 month ago
Kolkata, India Bandhan Bank Full timeLocation: South & Central 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...
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Relationship Manager
1 month ago
Kolkata, India Bandhan Bank Full timeLocation: South & Central 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...
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Relationship Manager
4 weeks ago
Kolkata, India Bandhan Bank Full timeLocation: South & Central 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...
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Relationship Manager
2 weeks ago
Kolkata, India Bandhan Bank Full timeLocation: 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...
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Relationship Manager
2 weeks ago
Kolkata, India Bandhan Bank Full timeLocation: 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...
