Investment Relationship Manager- Kolkata-2-6 Years
3 days ago
Role & responsibilities
Sales & Business Development- Drive 80-90% of sales for Kotak Life Insurance (LI) products. Handle 10-20% of sales for other financial products available at the branch.
• Work as an individual contributor, converting leads provided by the bank.
• Proactively engage with customers, fix appointments, and drive sales to meet targets.Customer Relationship Management- Build strong relationships with bank customers and drive repeat business.
• Educate clients on life insurance offerings and other financial products.
• Ensure compliance with banking policies and regulatory norms.Sales Planning & Target Achievement- Strategize sales approaches based on market potential and customer profiles.
• Collaborate with branch teams to optimize sales performance.
• Meet assigned targets through proactive customer engagement.
Preferred candidate profile
Experience: Minimum 3 years of Life Insurance Banca or Banking experience with a strong understanding of LI sales.
Industry Background: Must be from Banking or Insurance sectors with in-depth knowledge of LI and other financial products.
Urban Market Exposure: Mandatory experience working in an urban market (Kolkata).
Stability: Must have 12+ months tenure in current and past roles.
Age Criteria: Maximum 30 years
-
Relationship Manager
3 days ago
Kolkata, West Bengal, India Dreams Solution Full time ₹ 10,00,000 - ₹ 20,00,000 per yearSUMMARY for RM: -The 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...
-
Relationship Manager
3 days ago
Kolkata, West Bengal, India Centricity WealthTech Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionFounded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices through a comprehensive SAAS-based investment management platform. Our platform offers digital transactional capabilities for a diversified product suite. We aim to provide a consistent family office experience for...
-
Investment Analyst
7 days ago
Kolkata, West Bengal, India Calltawk Solution LLC- FZ Full time ₹ 3,00,000 - ₹ 9,00,000 per yearJob Title: Investment AnalystCompany: HOOQx Digital Services Pvt. Ltd.Location: Kolkata, West BengalExperience Required: Minimum 3+ years in a similar profileSalary: Depends on last drawn salary and experienceJob Description:HOOQx Digital Services Pvt. Ltd. is seeking a dynamic and experienced Investment Analyst to join our growing team in Kolkata. The ideal...
-
Investment Advisor
2 days ago
Kolkata, West Bengal, India Wizz Technology Full time ₹ 3,60,000 - ₹ 5,40,000 per yearRequired a NISM - Investment Adviser - XA & XB CERTIFIED -(Certified Required / willing to take test) - Equity MarketLocation - Sector 5, Kolkata (WFO)Experience - 1+ yearsWe are seeking a motivated and analytical graduate, preferably a CFA candidate or holder, with a background in commerce (B.Com / related fields) and a strong interest in the equity...
-
Relationship Officer Kolkata
7 days ago
Kolkata, West Bengal, India 2coms Full time ₹ 1,50,000 - ₹ 2,50,000 per yearSUMMARY Job Title: Business Development ExecutiveJob Description:We are looking for a dynamic and result-oriented Business Development Executive to drive sales by engaging with interior designers, contractors, and other industry professionals. The ideal candidate will play a key role in establishing long-term relationships, promoting our high-quality...
-
Investor Relationship Officer
7 days ago
Kolkata, West Bengal, India Calltawk Solution LLC- FZ Full time ₹ 20,00,000 - ₹ 60,00,000 per yearJob Title: Investor Relations OfficerLocation: Kolkata (Salt Lake Sector V)Company: HOOQXAbout Us:HOOQX is a leading web and digital solutions company that also works closely with financial and investment sectors, helping businesses grow through technology, strategic insights, and strong investor partnerships. We are looking for an experienced Investor...
-
Priority Relationship Manager
3 days ago
Kolkata, West Bengal, India Standard Chartered Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob ID: 38679Location: Kolkata, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 2 Sept 2025Job SummaryAs a Relationship Manager, you'll be responsible for managing and developing relationships with clients of Priority Banking & Priority Private Banking to drive business growth and meet the bank's strategic...
-
Kolkata, West Bengal, India Amity University Full time ₹ 8,00,000 - ₹ 12,00,000 per yearAMITY UNIVERSITY KOLKATA HIRING ROLE - PLACEMENT COORDINATOR /OFFICER (FOR LAW DIVISION)**Candidates who reside in/belong to Kolkata and West Bengal are eligibleQualification- LLB / LLMExperience- 2-6 years of handling placements of LAW studentsPlacement Responsibilities:Assist students in securing internships and full-time placementsBuild strong...
-
Senior Relationship Manager
2 weeks ago
Kolkata, West Bengal, India, West Bengal HDFC securities Full timeHDFC Securities is hiring for Senior Relationship Manager at Kolkata, Durgapur, Berhampore, Bhubaneshwar, Asansol, Rourkela.Experience required: 4 Years+ Job Description:1. Execution of trade orders on behalf of clients.2. Building relationships with clients & educating them about Investments.3. Client Acquisition as per targets and cross selling of 3rd...
-
Sales Relationship Manager
3 days ago
Kolkata, West Bengal, India Choice Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionChoice is one of the leading financial service providers, offering services in Stock Market, Mutual Funds, Insurance, and Loans. Part of the diversified Choice Group, which operates in Finance, Hospitality, and Technology sectors, Choice employs over 6,000 professionals and has a national and international presence. With a client base of 4...