Relationship Manager-Private Client Group

1 day ago


kolkata, India Cholamandalam Securities Limited Full time
Job Description:
Designation:
Relationship ManagerVertical:
Private Client GroupLocation:
Chennai / Bangalore / Hyderabad / Delhi NCR / Kolkata / Pune
As a Sales Manager for the PCG Business you will be responsible for acquiring new clients and building relationships. Become a one stop shop for all the client's investment needs.
RESPONSIBILITIES:Achieve revenue target of 3x Cost.Actively prospect and engage in client acquisition efforts to grow the business.Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.Perform regular portfolio reviews to ensure client investment objectives are met.Attend team meetings and contribute to the team's success by sharing experiences and client feedback.Maintain a high-level of product knowledge and stay informed with industry trends and changes.Sell and distribute products such as IAP, Mutual funds, Portfolio Management Services, Alternate Investment Fund, Insurance, and Bonds.
QUALIFICATION & EXPERIENCE:Postgraduate / MBA in Finance / Marketing.Proven track record of 3 - 6 years of meeting revenue targets and client acquisition with a Bank or a Full-Service Stock Broking House.Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry regulations.Experience in managing and mentoring diverse teams, driving their professional growth and fostering a collaborative culture.Demonstrated ability to navigate complex regulatory environments and ensure compliance with relevant laws and regulations.Excellent communication skills, with the ability to present complex concepts in a clear and concise manner to diverse stakeholders.
If your profile matches the above requirement, please share your updated cv to

  • kolkata, India Cholamandalam Securities Limited Full time

    Job Description:Designation: Relationship ManagerVertical: Private Client GroupLocation: Chennai / Bangalore / Hyderabad / Delhi NCR / Kolkata / PuneAs a Sales Manager for the PCG Business you will be responsible for acquiring new clients and building relationships. Become a one stop shop for all the client's investment needs.RESPONSIBILITIES:Achieve revenue...


  • Kolkata, India Cholamandalam Securities Limited Full time

    As a Relationship Manager for the PCG Business you will be responsible for acquiring new clients and building relationships with such clients. You will basically become a one stop shop for all the clients investment needs.Responsibilities:Actively prospect and engage in client acquisition efforts to grow the business.Build deep relationships with clients,...


  • Kolkata, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets. Responsibilities: ...


  • Kolkata, India Cholamandalam Securities Limited Full time

    Designation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ HyderabadAs a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...


  • Kolkata, India Apex Group Ltd (India Branch) Full time

    The successful Assistant Vice President candidate will join the Fund Services team as an AVP and will be closely working with Clients and Client Service Managers based in the APAC/UK/US region to perform duties related to the administration of Private Equity Funds. You will review and sign off the NAV and Financials of the Private Equity and Hybrid Funds,...


  • Kolkata, India Apex Group Ltd (India Branch) Full time

    The successful Assistant Vice President candidate will join the Fund Services team as an AVP and will be closely working with Clients and Client Service Managers based in the APAC/UK/US region to perform duties related to the administration of Private Equity Funds. You will review and sign off the NAV and Financials of the Private Equity and Hybrid Funds,...


  • Kolkata, India Apex Group Ltd (India Branch) Full time

    The successful Assistant Vice President candidate will join the Fund Services team as an AVP and will be closely working with Clients and Client Service Managers based in the APAC/UK/US region to perform duties related to the administration of Private Equity Funds. You will review and sign off the NAV and Financials of the Private Equity and Hybrid Funds,...


  • kolkata, India Apex Group Ltd (India Branch) Full time

    The successful Assistant Vice President candidate will join the Fund Services team as an AVP and will be closely working with Clients and Client Service Managers based in the APAC/UK/US region to perform duties related to the administration of Private Equity Funds. You will review and sign off the NAV and Financials of the Private Equity and Hybrid Funds,...


  • Kolkata, India RiverForest Connections Private Limited Full time

    Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. **Desired Skill Set**: - Ability to inspire trust and confidence in clients. - Ability to engage clients in meaningful conversations about their finances and take active interest in their financial...


  • Kolkata, India Source2T Private Limited Full time

    Company DescriptionSource2T Private Limited, located in Kolkata, is a firm that specializes in business transformation through the integration of People, Process, and Technology. With a focus on understanding practical business challenges and utilizing technology-driven automations, we design custom solutions to enhance our client's business processes.Role...


  • Kolkata, India Prime Services Private Limited Full time

    **Only For Female** **Qualification**: Graduation **Experience **:Minimum 1 year **Salary-** Upto 25000 (as per experience) **Job Title**: Client Relationship Executive. (Note: It’s not a Field Sales.) **Responsibility**: Build strategic relationships and partner with clients. Maintain a portfolio of prospective clients, serve as the first point of contact...


  • Kolkata, India Source2T Private Limited Full time

    Company DescriptionSource2T Private Limited, located in Kolkata, is a firm that specializes in business transformation through the integration of People, Process, and Technology. With a focus on understanding practical business challenges and utilizing technology-driven automations, we design custom solutions to enhance our client's business processes.Role...

  • Relationship Manager

    1 month ago


    Kolkata, India NK Realtors 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...

  • Relationship Manager

    1 month ago


    Kolkata, India NK Realtors 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, India Source2T Private Limited Full time

    Company DescriptionSource2T Private Limited, located in Kolkata, is a firm that specializes in business transformation through the integration of People, Process, and Technology. With a focus on understanding practical business challenges and utilizing technology-driven automations, we design custom solutions to enhance our client's business processes.Role...


  • Kolkata, India Source2T Private Limited Full time

    Company DescriptionSource2T Private Limited, located in Kolkata, is a firm that specializes in business transformation through the integration of People, Process, and Technology. With a focus on understanding practical business challenges and utilizing technology-driven automations, we design custom solutions to enhance our client's business processes.Role...


  • kolkata, India Source2T Private Limited Full time

    Company Description Source2T Private Limited, located in Kolkata, is a firm that specializes in business transformation through the integration of People, Process, and Technology. With a focus on understanding practical business challenges and utilizing technology-driven automations, we design custom solutions to enhance our client's business processes....


  • Kolkata, India Acme services Full time

    Hi, Your Profile has been Shortlisted for the role of **Client Relationship Executive (Customer Support)** in a **Leading Company** ! **LOCATION- Bhowanipure, Kolkata** **JOB DESCIPTION**: **Client Engagement**: Initiate and maintain regular contact with our clients to build rapport, understand their preferences, and anticipate their needs. This includes...

  • Client Relationship

    5 months ago


    Kolkata, India Nsuregrowth Full time

    We are seeking a dynamic and results-driven Sales and Relationship Manager to join our esteemed wealth management firm. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth clients, as well as generating new business opportunities. As a Sales and Relationship Manager, you will play a crucial role in...


  • Kolkata, India Executive Hunters Full time

    **JOB DESCRIPTION**: **Role - **Client Relationship Executive **Location** - Kolkata West Bengal Budget - 15K - 20K Monthly **Expereince**: - 0 - 6 Month **Job Role & Responsibilities** - Maintaining Healthy Relations with The Client - Develop and Manage Relationships with Clients - Create Plans to Address Clients' Business Needs - Providing Clients...