
Preferred Relationship Manager
1 week ago
Role & responsibilities
- Liaising with PB/ Preferred RM to flag eligible
customers form Classic/ Preferred portfolio
- Acquire new customers who meet product criteria
- Regular interaction with the customer to build
rapport to understand and update the profile.
- Enhance the Overall value/book size of the
portfolio
- Maintain the overall quality / hygiene parameters
of the portfolio
- Cross selling products of the bank based on the
customer need
- Joint calls being done along with Supervisor as per
defined process
- Advisory services to be offered based on the
requirement in coordination with PBG.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
If interested kindly share your updated CV
-
Preferred Relationship Manager
3 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
-
Preferred RM
3 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of...
-
Preferred RM
3 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services....
-
Preferred RM
3 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of...
-
Preferred RM
2 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 5,00,000 - ₹ 10,00,000 per yearJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services....
-
Relationship Manager/Senior Relationship Manager
2 weeks ago
Kolkata, West Bengal, India DCB Bank Full time ₹ 15,00,000 - ₹ 28,00,000 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
1 week ago
Kolkata, West Bengal, India Bajaj Allianz General Insurance Full timeJob DescriptionCompany DescriptionBajaj Allianz General Insurance Limited, a joint venture between Bajaj Finserv Limited and Allianz SE, offers a comprehensive range of insurance products including health, car, bike, pet, travel, home, cyber and crop insurance. Known for its #CaringlyYours ethos, the company aims to provide emotionally engaging services to...
-
Relationship Manager
1 week ago
Kolkata, West Bengal, India Sarvatra Technologies Full time ₹ 5,00,000 - ₹ 8,00,000 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...
-
Sales Relationship Manager
1 week ago
Kolkata, West Bengal, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000Job Overview:We are seeking a Sales Relationship Manager to join our team. As a Sales Relationship Manager, you will be responsible for acquiring new customers through direct sales of savings/current accounts, debit/credit cards, and cross-sell of other banking products.Main Responsibilities:Achieve monthly sales targets by identifying and acquiring new...
-
Relationship Growth Manager
1 week ago
Kolkata, West Bengal, India beBeeRelationshipGrowth Full time ₹ 2,00,000 - ₹ 6,00,000Job DescriptionWe are seeking a Relationship Growth Manager to join our team. As a Relationship Growth Manager, you will be responsible for managing customer relationships and driving business growth through effective engagement and cross-selling of bank products.Key Responsibilities:Engage with customers regularly to understand their financial needs and...