Preferred Relationship Manager
10 hours ago
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 clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo 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.
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Preferred Relationship Manager
5 days ago
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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Relationship Manager
3 days ago
west bengal, India Anand Rathi Share and Stock Brokers Ltd Full time```html About the Company About the Role Preferred Relationship Manager Manager/Senior Manager CTC range: Competitive Location: Kolkata Responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients To advise Affluent & Super Affluent...
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Relationship Manager
2 days ago
west bengal, India Anand Rathi Share and Stock Brokers Ltd Full time```html About the Companyhttps://anandrathi.com/ About the RolePreferred Relationship ManagerManager/Senior ManagerCTC range: CompetitiveLocation: KolkataResponsibilitiesTo acquire Preferred clients (Affluent & Super Affluent)To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clientsTo advise Affluent &...
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Relationship manager
6 days ago
west bengal, India InsuranceDekho Full timeProfile: Relationship managerLocation: durgapur and birbhumExperience: Minimum 6 months in the Insurance sector (Motor/Health Insurance preferred)Channel: Agency Channel — work with POSP agents✨ Key Responsibilities:Recruit and manage POSP (Point of Sales Person) agents for Motor & Health InsuranceBuild strong relationships with agents & drive business...
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Hospital Relationship Manager
1 week ago
west bengal, India Weekday AI Full timeThis role is for one of the Weekday's clientsExperience - 1 to 4 yearsLocation - Kolkata JobType: full-timeAs a Hospital Relationship Manager, you will serve as the key liaison between hospitals, patients, and the organization. Your primary responsibility will be to promote medical and ambulance services, ensure seamless coordination with hospital teams,...
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Relationship Manager
2 days ago
west bengal, India Vivriti Capital Full timeAbout 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...
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Hospital Relationship Manager
1 week ago
Kolkata, West Bengal, India Weekday AI Full timeThis role is for one of the Weekday s clients Experience - 1 to 4 years Location - Kolkata JobType full-time As a Hospital Relationship Manager you will serve as the key liaison between hospitals patients and the organization Your primary responsibility will be to promote medical and ambulance services ensure seamless coordination with hospital teams and...
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Relationship Manager-kolkata
11 hours ago
Kolkata, West Bengal, India DSP Investment Managers Full timeAbout the Role We are looking for a Relationship Manager to strengthen and scale our Mutual Fund distribution business across large private banks leading wealth counters and senior MF decision makers in the Kolkata region This role is pivotal in expanding DSP s footprint by building meaningful revenue-driving relationships and delivering long-term asset...
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Relationship Manager Sales
7 days ago
Kolkata, West Bengal, , India Arting Digital Full time ₹ 12,00,000 - ₹ 36,00,000 per yearPosition - Relationship Manager SalesLocation - KolkataExp yrsLocation - KolkataSkills - Sales, Communication skills, B2B Sales, Banking products, Client acquisition, Cross selling of productsAbout the RoleWe are looking for a motivated and customer -focused Relationship Manager – Sales to join our team. The ideal candidate will be responsible for...
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Relationship Manager,
2 weeks ago
Agarpara, Kolkata, West Bengal, India Premier car world pvt ltd Full time ₹ 2,00,000 - ₹ 4,00,000 per yearSales Executive (Male) – Automobile IndustryCompany: Premier Carworld Pvt. Ltd. (Authorised Dealer of Maruti Suzuki)Location: AgarparaPosition: Relationship Manager (Sales Executive)Experience: Freshers & Experienced – Both WelcomeKey Skills:Good communication & customer-friendly attitudeSmart, confident, and target-drivenSales-oriented...