Preferred Relationship Manager

7 days ago


west bengal, India Anand Rathi Share and Stock Brokers Ltd Full time

The 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 designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Pre-Requisites: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products: Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability) Roles & Responsibilities: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Kindly share applications on adityaanerao@rathi.com or WhatsApp on 9819864010 for further process.



  • west bengal, India Anand Rathi Share and Stock Brokers Ltd Full time

    The 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...


  • west bengal, India Vivriti Capital Full time

    About Vivriti Group: Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities. The group has the following businesses: Vivriti Capital Limited, a systematically important NBFC (NBFC ND-SI) regulated by RBI. As on date, Vivriti Capital has disbursed USD 3 billion across 300+ enterprise borrowers and is...


  • west bengal, India Piramal Finance Full time

    Key Deliverable: Originate and coverage of corporate relationships with an objective of creating value credit investments and syndications for the platform Working on deal life cycle (helping with origination, development of investment thesis, due diligence, documentation, monitoring and exit) Helping the Risk / Asset monitoring team in regular data analysis...


  • Kolkata, West Bengal, India STAFFIAA Full time

    Job Title Relationship Manager - Corporate Banking Location Kolkata CTC Up to 15 LPA Hiring for a Leading Bank Job Summary We are looking for an experienced Relationship Manager - Corporate Banking to develop strengthen and manage relationships with large corporate clients The ideal candidate will generate business opportunities drive revenue growth and...


  • New Town, Kolkata, West Bengal, India Meadowkart Pvt Ltd Full time ₹ 1,50,000 - ₹ 20,00,000 per year

    Job SummaryThe Relationship Manager (RM) is responsible for building and maintaining long-term relationships with clients by understanding their financial and business needs, offering suitable solutions, and ensuring excellent service. The role involves acquiring new clients, deepening existing relationships, and achieving revenue and growth targets for the...


  • Kolkata, West Bengal, India Kotak Mahindra Bank Full time

    Job Category KMBL Degree Level Bachelor s Degree We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth HNW clients This role involves acquiring new clients deepening existing relationships and offering tailored banking solutions across liabilities commercial assets and investment...

  • Relationship Manager

    2 weeks ago


    Kolkata, West Bengal, India REA Group Full time

    Relationship Manager Full Time TEAM Primary Sales LOCATION Kolkata https maps google com maps q Kolkata zoom 14 size 512x512 maptype roadmap sensor false EXPERIENCE 1-5 POSTED 6 months ago What does this role hold for you Converting prospects into customers by show-casing appropriate primary residential properties to the prospects matching the investment...


  • Alipore, Kolkata, West Bengal, India Bonntonn Gourmet Gift Studio Full time ₹ 1,80,000 - ₹ 3,00,000 per year

    Job Profile – Customer Relationship Manager (CRM)Position: CRM (Customer Relationship Manager)Work Hours: 9:00 AM – 7:00 PM (6 days a week)Location: Ballygunge, KolkataSalary: ₹18,000 – ₹25,000 per monthRole SummaryThe CRM will be the voice and face of BonnTonn Bakery, ensuring smooth communication with customers across all channels (WhatsApp,...


  • Baguihati, Kolkata, West Bengal, India Dugar Automotives Private Limited Full time ₹ 1,20,000 - ₹ 2,40,000 per year

    Job Title: Customer Relationship Manager (CRM) – Premium Motorcycle DivisionLocation: Kolkata, West BengalCompany: Dugar Automotives Private Limited (Authorised Honda Premium Bike Dealership)About UsDugar Automotives Pvt. Ltd. is a leading name in the automotive industry, proudly representing Honda's premium motorcycle range in Kolkata. With a strong...


  • Kolkata, West Bengal, India, West Bengal HDFC securities Full time

    HDFC Securities is hiring for Senior Relationship Manager at Kolkata, Durgapur, Berhampore, Bhubaneshwar, Asansol, Rourkela.Experience required: 4 Years+ Job Description:1. Execution of trade orders on behalf of clients.2. Building relationships with clients & educating them about Investments.3. Client Acquisition as per targets and cross selling of 3rd...