Rm

2 months ago


Kolkata West Bengal, India Morpheus Human Consulting Full time

Reference Code:

- 490-35
- Job Title:
**RM - Partner Sales - Financial Services - Kolkata**
- Category:

- Financial Services
- Job Description:

- Job Responsibility
- 1. Managing end to end sales operations for customers and POSP
- 2. Activation of the point of sales channel and activating them for the range of products offered by the company
- 3. Measuring self-productivity on a constant basis and keep track of the sales funnel
- 4. Work on weekly monthly sales funnel to exceed budgeted revenue targets
- 5. Maintain high level of integrity in sales and ensure highest level of ethical conduct
- 6. Making sure that all the systems and processes either communicated by the Branch manager/ Vertical head (corporate office) are adhered to
- 7. Assisting customers on the claims management
- 8. Executing end-to-end sales fulfilment
- Key Skills:

- Experience in selling third party products in an equity broking house or an experience in bancassurance channel with a leading insurance company will be preferred.
- Mandatory: Experience in Health insurance and Life insurance products
- Target Industry: Insurance Industry
- Gender: Open
- Experience: Minimum 2-7 Years’ experience in the General Insurance sector with proficiency in Health insurance and Life Insurance products. Knowledge of Motor insurance will be an added advantage.
- Job Location: Kolkata
- Working Days: 6 days
- Qualification : Graduation
- Additional Qualification : Broker qualified person as prescribed by IRDAI
- Notice Period: Immediate to 30 days- Reporting to : Branch Head/Manager Additional reporting to Vertical Head
- About Morpheus Consulting:
- Recruitment is a people-focused business - our success and growth are reliant upon our people. Our team of 130 consultants based in Middle east, Asia and Africa offer a blend of international recruitment experience, coupled with a platform of local market and industry knowledge. Morpheus Consulting has its presence since 2007 and has established itself as a reputed recruitment specialist in its industry.-
- Location:

- Kolkata
- Required Experience:

- 2-7 yrs
- Positions:

- 1



  • Kolkata, India Success Partner Consultants Full time

    Opening for a leading Stock Broking Firm **RM-Retail/PCG** 2. Responsible for third party business also like Mutual Funds and PMS **Advisor** - Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast...

  • Assistant Officer

    2 months ago


    West Bengal, India Aditya Birla Group Full time

    **Updated**:January 31, 2023 **Location**:West Bengal, India **Organization**:Textiles **Job Purpose**: Ensuring 100% accuracy in - RM Accounting - RM Inventory Valuation - RM Consumption booking in P&L - Vendor Balance Reconciliations - Vendor TDS/TCS Reconciliation - IT Automation implementation **Job Context**: - ** Day to day Bill passing for...


  • Kolkata, India Avani Consulting Full time

    RM MF CEC/DET(B 2 C Channel) **Position**: Relationship Manager **Experience**: Minimum 1 Year direct or cross selling of Mutual Funds Sales Experience required. Qualification: - Any Graduation/ Preferred MBA Job description: RM MF distribution expansion To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI...

  • Account Manager

    1 week ago


    west bengal, India Anand Rathi Wealth Limited Full time

    An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindClient requirement andOur 2 point strategy by following the 6 step processb. Reporting the performance of the...

  • Virtual Rm

    2 weeks ago


    Kolkata, West Bengal, India ACE Talent Consulting Full time

    Key Responsibilities: - Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them - Provide premium customer service delivery to their mapped Burgundy portfolio. - Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services - Responsible for up...


  • Kolkata, India HDFC Bank Full time

    Department - EBFS - Job posted on - Aug 1, 2023 - Employee Type - Permanent-Sales Vertical - Experience range (Years) - 0 - 3 years **Group Company**: HDFC Bank Limited **Designation**: Retail Branch Banking-RM Sales Officers **Position description**: Source incremental accounts from corporates mapped to the CSRM portfolio **Primary...

  • Rm Mutual Fund Sales

    1 month ago


    Kolkata, India Avani Consulting Full time

    RM MF CEC/DET(B 2 C Channel) **Position**: Relationship Manager **Experience**: Minimum 1 Year direct or cross selling of Mutual Funds Sales Experience required. Qualification: - Any Graduation/ Preferred MBA **Responsibilities**: - To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to...

  • Virtual Rm

    2 weeks ago


    Kolkata, West Bengal, India ACE Talent Consulting Full time

    Key Responsibilities - Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them - Provide premium customer service delivery to their mapped NRI portfolio. - Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services - Responsible for up selling,...


  • Kolkata, West Bengal, India HSBC Full time

    -Job description **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is,...

  • Taxonomist, Botany

    2 weeks ago


    west bengal, India Emami Ltd Full time

    To identify the raw material and authenticate it botanically.Identification of Medicinal & Aromatic Plants (Angiosperm, Gymnosperm, Monocots and Dicots, etc.).Identification of suitable Substitute species and analysing them on different parameters.To perform Taxonomical / Anatomical / Physiochemical / Phytochemical studies.D. Primary...

  • Taxonomist, Botany

    1 week ago


    west bengal, India Emami Ltd Full time

    To identify the raw material and authenticate it botanically.Identification of Medicinal & Aromatic Plants (Angiosperm, Gymnosperm, Monocots and Dicots, etc.).Identification of suitable Substitute species and analysing them on different parameters.To perform Taxonomical / Anatomical / Physiochemical / Phytochemical studies.D. Primary...


  • Kolkata, West Bengal, India HSBC Full time

    -Job description **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is,...


  • Kolkata, West Bengal, India Kotak Mahindra Full time

    JOB ROLE: Ensure Gold Loan targets of the branch are met month on month Ready to move in market and generate Gold loan leads Smooth Process of Gold loan is done at the branch Make sure they maintain good relations at branch level BM / BOM / RM / RO and Service staff Should always be market and Competition savvy 100% maintaining compliance of processing Gold...


  • Kolkata, West Bengal, India HSBC Full time

    -Job description **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC, and discover how valued you’ll be. HSBC is one of the largest banking and financial services organizations in the world, with operations in 62 countries and territories. We aim to be where the growth is,...


  • Kolkata, West Bengal, India HSBC Full time

    -Job description **Some careers shine brighter than others.** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one...


  • Kolkata, West Bengal, India HSBC Full time

    -Job description **Some careers shine brighter than others.** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one...

  • Abm- Wb, Pe

    2 months ago


    West Bengal, India Aditya Birla Group Full time

    **Updated**:February 07, 2023 **Location**:West Bengal, India **Organization**:Apparels **Key Result Areas** **Supporting Actions** Tapping Business potential for the Region- Footfall generation - Ensures execution of the footfall generation plan and monitors quality - Store business plan inputs - Competition Mapping - Compiles the competition...


  • Kolkata, India Avani Consulting Full time

    **Role & responsibilities** RM- Customer Engagement. - To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. - Profiling...


  • Kolkata Airport, Kolkata, West Bengal, India Amik Metals Private Limited Full time

    Job description Gain clear understanding of applicable sampling & test methods and procedures Assist in implementation of Lab protocols as applicable. Testing of in-bound materials (RM) in line with contracted specifications Testing of finished goods (FG) Evaluate Product specifications and examine them with customer requirements Evaluate & interpret test...


  • Kolkata, West Bengal, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Credit Cards-Commercial Cards - Corporate Sales Officer - CPS **Office Location**: Gillanders House Kolkata (Branch) **Position description**: Credit Cards-Commercial Cards - Corporate Sales Officer - CPS **Primary Responsibilities**: - Regular Branch visits for sales and service - Visit to existing...