Strategic Client Advisor

2 days ago

Kolkata, West Bengal, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Relationship Manager Job Description

We are seeking a highly skilled Relationship Manager to join our team. The ideal candidate will have excellent business development, portfolio management, and financial analysis skills.

  • Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

The successful Relationship Manager will be responsible for addressing high net worth individual (HNI) clients' investment requirements by offering a range of exclusive products and providing superior service delivery.

  1. Acquiring new customers who meet product criteria through cross-referencing and mapping broking clients.
  2. Profiling customers and providing tailored financial solutions to meet their needs.
  3. Cross-selling services to existing customers based on their specific requirements.
  4. Maintaining profitability of the portfolio by capturing a larger share of wallet and generating high income per customer.

The Relationship Manager will work closely with other teams to develop and implement marketing plans for acquiring new corporate clients and expanding the customer base.

Key qualifications include an MBA or equivalent, AMFI/NISM certification, and at least 5 years of experience in relationship management or a related field.

Required Skills and Qualifications:
  • Bachelor's degree in Business Administration, Finance, or related field
  • Postgraduate degree (MBA/PGDBA/PGPM) or equivalent
  • AMFI/NISM certification
  • Minimum 5 years of experience in relationship management or related field
Benefits:

We offer a competitive salary package, opportunities for professional growth, and a dynamic work environment.

What We Offer:

We value our employees' contributions and strive to create a positive work-life balance.

  • Financial Solutions Advisor

    3 days ago

    Kolkata, West Bengal, India beBeeCareer Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Financial Solutions AdvisorJob Overview:A Financial Solutions Advisor plays a vital role in collaborating with Relationship Managers to maintain and develop their wealth management business.The key responsibilities of a Financial Solutions Advisor include:Wealth Management Strategy:Support Relationship Managers in creating comprehensive financial plans for...

  • Technical IAM Advisor

    3 days ago

    Kolkata, West Bengal, India beBeeIdentity Full time ₹ 80,00,000 - ₹ 1,20,00,000

    We are seeking a seasoned and accomplished technical advisor to spearhead Identity and Access Management (IAM) initiatives.This individual will serve as a trusted solution architect, providing strategic input, design, and business alignment for IAM projects.Act as an expert advisor to clients, delivery teams, and internal stakeholders on IAM, including IGA,...

  • Life Insurance Advisor

    7 days ago

    Kolkata, West Bengal, India Aditya Birla Capital Full time

    Company DescriptionAditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company. The company is dedicated to providing equal employment opportunities and prohibits discrimination or harassment based on race, color, religion, ethnicity, age, gender, disability, or any other characteristic protected by law. With a strong commitment...

  • Life Insurance Advisor

    3 weeks ago

    Kolkata, West Bengal, India Aditya Birla Capital Full time

    Company DescriptionAditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company. The company is dedicated to providing equal employment opportunities and prohibits discrimination or harassment based on race, color, religion, ethnicity, age, gender, disability, or any other characteristic protected by law. With a strong commitment...

  • Strategic Client Partner

    7 hours ago

    Kolkata, West Bengal, India beBeeClientPartner Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Job Overview:As a skilled and experienced professional, we are seeking a Strategic Client Partner to join our team. This individual will be responsible for developing and maintaining strong relationships with high net worth individuals (HNIs) and providing them with personalized financial solutions.Key Responsibilities:Develop and maintain strong...

  • Life Insurance Advisor

    2 weeks ago

    Kolkata, West Bengal, India Aditya Birla Capital Full time

    Company Description Aditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company. The company is dedicated to providing equal employment opportunities and prohibits discrimination or harassment based on race, color, religion, ethnicity, age, gender, disability, or any other characteristic protected by law. With a strong...

  • Life Insurance Advisor

    2 weeks ago

    Kolkata, West Bengal, India Aditya Birla Capital Full time

    Company DescriptionAditya Birla Capital Ltd, based in Mumbai, India, is a leading financial services company. The company is dedicated to providing equal employment opportunities and prohibits discrimination or harassment based on race, color, religion, ethnicity, age, gender, disability, or any other characteristic protected by law. With a strong commitment...

  • Financial Advisor

    8 hours ago

    Kolkata, West Bengal, India Aditya Birla Sun Life Insurance Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEstablished in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally renowned Aditya Birla Group and Sun Life Financial Inc., a leading financial services organization from Canada. ABSLI is recognized for its innovation and industry benchmarks, such as the introduction of the "Free Look...

  • PCG Equity Advisor

    7 hours ago

    Kolkata, West Bengal, India Fortune Finserv Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    PCG Equity Advisor (offline only)Company's Name: Reputed Leading Equity Broking Co.Position/Function: PCG Equity Advisor (HNI Clients)Current Compensation : Up to 18 LacsQualification :GraduateNISM certification for equity cash and derivatives modules. years of Experience :4 years +Age :27yrs+Job ResponsibilityThe Candidate should have good understanding...

  • Key Client Advisor

    5 days ago

    Kolkata, West Bengal, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,00,000

    Preferred Relationship ManagerThis is a key position within our organization, responsible for establishing and maintaining strong relationships with high net worth clients. As the primary point of contact, you will be responsible for delivering exceptional client service, acquiring new business opportunities, and driving revenue...