Privilege Relationship Manager
7 days 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
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 FINKEDA Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionSince its inception, Ikeda Ltd. has been at the frontline of the payments revolution, becoming a major worldwide leader in payments technology and transaction processing. Founded in 2019, we develop next-generation payment gateways, mobile-based collections, and payments systems. Our mission is to provide safe and smooth omnichannel...
-
Relationship Manager
2 days ago
Kolkata, West Bengal, India 6970a9be-414e-42dd-92cc-acb0d361df05 Full time ₹ 20,000 - ₹ 4,00,000 per yearResponsibilities:* Manage client relationships through effective communication and relationship building.* Meet sales targets & new business opportunities .* Policy advisory and guidance.* Renewal and retention management.
-
Relationship Manager
2 days ago
Kolkata, West Bengal, India PEOPLE POWER Full time ₹ 8,00,000 - ₹ 15,00,000 per yearJob DescriptionThe Relationship Manager will be responsible for bringing their existing HNI clients and building a strong client book.Maintaining client relationships and generate AUMAdvising clients on their Investments and managing their overall financial portfolio.Track the HNI Client segment in the market for new client acquisitionOrganizing seminars,...
-
Relationship Manager
10 hours 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 days ago
Kolkata, West Bengal, India BajajCapital Insurance Broking Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionBajaj Capital Insurance Broking Limited (BCIBL), established in 2004 under the Companies Act, is a licensed insurance broker authorized by the Insurance Regulatory and Development Authority (IRDA). Serving over six lakh clients, BCIBL is a leading platform for comparing, purchasing, and managing a wide range of life and general insurance...
-
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...
-
Relationship Manager
1 week ago
Kolkata, West Bengal, India Pepplo Consulting Full time ₹ 5,00,000 - ₹ 15,00,000 per yearProvide financial solutions to the customers while maintaining high service standardsMaintain complete customer profile including demographicsResponsible for selling Equity based InvestmentDeepen the relationships by selling all types of Insurance Required Candidate profileNCFM/NISM certificationsKnowledge of banking products & servicesAbility to manage...
-
Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Career Hotspot & Services Full time ₹ 6,00,000 - ₹ 25,00,000 per yearJob Title: Senior Relationship Manager / Wealth Manager – Private WealthLocations: Bhubaneswar, Ranchi, Jamshedpur, KolkataJob Type: Full-timeDepartment: Private Wealth / Wealth ManagementExperience Required: 3 to 10 yearsEducation: MBA / Post Graduate (Preferred)About the RoleWe are hiring experienced professionals for the role of Senior Relationship...