Relationship Manager

3 months ago


west bengal, India Bandhan Bank Full time
Location: South Kolkata
Requirement:
The candidate needs to have minimum 3-5 years' experience in wealth management.
The candidate needs to be both AMFI 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 record in retail and with HNI clients.
Should have ample experience handling banking products, wealth management and revenue generation business from HNI and UHNI clients; should have experience in Life Insurance, General Insurance, Home Loan, FD, RD, Savings & Current Accounts, Mutual Funds, etc.
The candidate should have developed and maintained a good relationship with the existing HNI customers of the bank and should have managed business operations with key focus on increasing revenues for the client as well as for the bank and identify new business opportunities.
The candidate should have spearheaded effort in analyzing existing market trends and understood company specific investment requirements and ensured effective investment solutions to ensure maximum profitability.
The candidate should have sound knowledge of various financial / investment products and market dynamics.
  • Relationship Manager

    4 weeks ago


    west bengal, India Bandhan Bank Full time

    Location: South Kolkata Requirement: - The candidate needs to have minimum 3-5 years' experience in wealth management. - The candidate needs to be both AMFI 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...

  • Relationship Manager

    1 month ago


    west bengal, India Bandhan Bank Full time

    Location: South KolkataRequirement:- The candidate needs to have minimum 3-5 years' experience in wealth management.- The candidate needs to be both AMFI 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...


  • west bengal, 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 Trainee

    3 months ago


    Kolkata, West Bengal, India Risenbro Full time

    **You will be trained on**: - Gold Appraisal - Lead generation - Customer relationship management **Roles and Responsibilities**: - To ensure 100% right valuation - capturing right cartage, proper stone deduction, avoid/prevent spurious/unacceptable ornaments. - Adhering to high ethical standards and complying with all the laid down processes / policies...


  • west bengal, 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...


  • west bengal, India DV Insurance Broking Pvt Ltd. Full time

    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...


  • Kolkata, West Bengal, India Uprising Consulting PVT LTD Full time

    **Job Description: Customer Relationship Executive (CRE) - Automobile Four Wheeler** **Job Summary**: The Customer Relationship Executive is responsible for managing customer relationships, ensuring customer satisfaction, and driving sales for the company's automobile four-wheeler segment. The CRE will act as the primary point of contact for customers,...

  • Relationship Officer

    6 months ago


    Kolkata, West Bengal, India Keshav Encon Full time

    **Role Summary**: This position will be responsible for driving profitable business by implementing the right distribution & sales strategies across the zone. It will also be responsible for building & maintaining strong business relationships with senior management of the bank and co-create strategies for various business parameters. **Key Focus...


  • Kolkata, West Bengal, India Apollo Clinic Full time

    **Urgent vacancy for Customer Relationship Management Executive in Apollo Clinic.** **Name of the position : CRE** **Location : Apollo Clinic Beliaghata** **Years of Experience: 0 to 1 years of experience as Customer Relationship executive.** **Qualification: Minimum Graduation with excellent communication skills in Bengali, English and Hindi.** Pay:...

  • Relationship Officer

    3 months ago


    Behala, Kolkata, West Bengal, India Grovill Education Private Limited Full time

    A relationship executive's job is to build and maintain relationships with clients and partners to improve business relationships and ensure customer satisfaction. **Job Location-Behala, Kolkata** They may work in the education sales departments of a company. Relationship managers are responsible for a variety of tasks, including: - Customer service...

  • Relationship Officer

    1 month ago


    Kolkata, West Bengal, India TWINKLE TRADECOM PRIVATE LIMITED Full time

    **Key Responsibilities**: - **Client Relationship Management**: - Develop and maintain strong, long-lasting relationships with clients, including corporate partners, fleet owners, and individual EV buyers. - Understand clients' needs and recommend appropriate electric vehicle solutions to meet their business or personal requirements. - Act as the key point...

  • Relationship Officer

    2 months ago


    Bansdroni, Kolkata, West Bengal, India Synergy Innovation Full time

    This is a permanent job on the rolls of company. - As a FLS you will be required to meet your Sales Target by partnering, managing and driving Bank Partners. You will also be required to sell products to customers who already have a strong relationship with the Bank. - As a FLS you will be evaluated mainly on your ability to meet your business targets, your...


  • Kolkata, West Bengal, India Techsr Enterprise Full time

    customer relationship management - calling - business development **Job Types**: Full-time, Permanent Pay: ₹9,000.00 - ₹14,000.00 per month Schedule: - Day shift Supplemental pay types: - Performance bonus **Experience**: - total work: 1 year (required) - Customer service: 1 year (required) **Language**: - Bengali (preferred) - Hindi...

  • Relationship Executive

    6 months ago


    Dum Dum, Kolkata, West Bengal, India Xpertalk Infotech Full time

    Designation: Relationship Executive Required Experience: 6 Months **Role Description** This is a full-time on-site role located in the Greater Kolkata Area for a Relationship Executive. The Relationship Executive will be responsible for identifying and acquiring new clients, nurturing existing relationships, and meeting sales...


  • Kolkata, West Bengal, India SPEED KAWASAKI KOLKATA Full time

    **Job for Customer Relationship Executive** **Company Name: Speed KAWASAKI Kolkata (Service)** **Position: Customer Relationship Executive** **Employment: Full time, Regular** **Qualification: Any graduates** **Job Location: Kolkata** **Salary: Industry Standard** **Experience: 1 Year in same field** **Must have basic excel knowledge** **Roles and...


  • Kolkata, West Bengal, India SPEED GROUP Full time

    **Job for Customer Relationship Executive** **Company Name: Speed Triumph Kolkata** **Position: Customer Relationship Executive** **Employment: Full time, Regular** **Qualification: Any graduates** **Job Location: Kolkata** **Salary: Industry Standard** **Experience: 1 Year in same field** **Must have basic excel knowledge** **Roles and...


  • Kolkata, West Bengal, India BHikharam Chandmal Sweets & Snaks Pvt Ltd Full time

    Collecting and analyzing customer data - Using CRM systems to manage relationships - Developing new ways to meet customers’ needs - Handling customer complaints - Overseeing the interactions between customers and key team members, such as Customer Service Representatives - Creating and executing retention campaigns - Developing marketing campaigns to...


  • Kolkata, West Bengal, India PstGems Pvt. Ltd. Full time

    Designation - **Customer Relationship Manager** Experience - **1-2 years** **Roles & Responsibilities**: - Manage inbound and outbound customer calls in a timely manner - Identify customer needs, clarify information, research issues, and provide solutions or alternatives. - Seize opportunities to upsell products or services when they arise - Meet...


  • Kolkata, West Bengal, India PstGems Pvt. Ltd. Full time

    Designation - **Customer Relationship Manager** Experience - **1-2 years** **Roles & Responsibilities**: - Manage inbound and outbound customer calls in a timely manner - Identify customer needs, clarify information, research issues, and provide solutions or alternatives. - Seize opportunities to upsell products or services when they arise - Meet...


  • Kolkata, West Bengal, India PstGems Pvt. Ltd. Full time

    Designation - **Customer Relationship Manager** Experience - **1-2 years** **Roles & Responsibilities**: - Manage inbound and outbound customer calls in a timely manner - Identify customer needs, clarify information, research issues, and provide solutions or alternatives. - Seize opportunities to upsell products or services when they arise - Meet...