Privilege Relationship Manager
1 week ago
JOB DESCRIPTION
Role/ProfilePrivilege Relationship ManagerJob Title/ DesignationExecutive/Assistant Manager/ Deputy ManagerCompany CTC rangeNegotiableLocationPatnaSUMMARY: -
The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planningPRIMARY JOB RESPONSIBILITIES
It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence
He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence
Promote Focus Product of the month
Maintain records of business on internal software CRM etc.
Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products EXPERIENCE REQUIRED (0-1 year minimum)Candidate should have 1 Year in banking and broking industries and managing bank AUM of Privilege Clients Qualification RequiredGraduate or Post GraduateOther Details/ Mandatory CertificationNAReporting toBranch ManagerTeam Handling/ Playing CaptainNoRecruiter Details
-
Relationship Manager/Senior Relationship Manager
2 weeks ago
Kolkata, West Bengal, India DCB Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager/Senior Relationship Manager at DCB Bank, based in Kolkata. The Relationship Manager/Senior Relationship Manager will be responsible for managing a portfolio of clients, providing financial planning advice, offering tailored banking...
-
Relationship Manager
5 days ago
Kolkata, West Bengal, India Motilal Oswal Financial Services Ltd Full time ₹ 4,00,000 - ₹ 6,00,000 per yearRole DescriptionThis is a full-time, on-site Relationship Manager role based in West Bengal, India min 1year exp in financial market. The Relationship Manager will be responsible for managing client relationships, onboarding new clients, and providing tailored financial product and service recommendations. The role includes portfolio reviews, responding to...
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Sarvatra Technologies Full time ₹ 9,00,000 - ₹ 12,00,000 per yearWe are seeking a Relationship Manager Business Development to strengthen customer relationships, drive financial growth, and expand our market presence. The role requires strong client management, sales acumen, and the ability to work with cross-functional teams to deliver value-driven solutions.Key ResponsibilitiesPrimary:Build and nurture strong...
-
Relationship Manager
1 day ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per yearDescriptionAs a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment...
-
Relationship Manager
2 days ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per yearElite Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales Elite Relationship Manager Department WCG – Elite Reporting Relationship Will report to TBM/ABM/RBM Position Grade M3/M4/M Job RoleTo understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan,...
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager-Business Banking-Affluent-Priority-Regional sales Relationship Manager-Business Banking-Affluent-Priority-Regional sales Mumbai, Maharashtra, India Be the First to Apply Job Description Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune, Maharashtra, India Be the First to Apply Job Description ...
-
Relationship Manager
1 day ago
Kolkata, West Bengal, India Dream Solution Indore Full time ₹ 15,00,000 - ₹ 25,00,000 per yearDesignation - Relationship Manager Corporate BankingGrade - Manager / Senior Manager / AVPReporting to- Head - Corporate BankingJob SummaryTo initiate, develop, strengthen and maintain new and existing relationships with the corporate customers and generate business / revenues.Detailed ResponsibilitiesGetting/maintaining new corporate relationships for the...
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Tata AIA Life Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per yearPosition Title: Relationship Manager - Bancassurance IBLDepartment: Bancassurance IBLPosition OverviewSell life insurance products to customersMeet sales targets and contribute to business growthBuild relationships with customers and provide excellent serviceIdentify new business opportunities and expand existing relationshipsManaging the relationship...
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 18,00,000 per yearRelationship Manager-CORPORATE BANKING-SalesRM is responsible to structure and propose new products to existing clients and get new clients Relationship & Account management, origination & execution for corporate banking related products – Assets, DCM, FX & GTS etc. Deeper penetration of groups across banking products including cross sell of...
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Vserve Digital Solutions Full time ₹ 2,00,000 - ₹ 6,00,000 per yearRelationship Manager (Loan)Minimum Qualification: 12th Pass or aboveFresher can also applyWork Locations:• North 24 Parganas• South 24 Parganas• Kolkata North• Kolkata SouthKey Responsibilities:• Promote and process various loan products• Build and maintain strong client relationships• Achieve assigned sales targets• Coordinate with district...