Relationship Manager-Kolkata

6 days ago

Shagun Mall Building A th Floor Shakespeare Sarani West Bengal Kolkata India DSP Asset Managers Full time

About the Role  We are looking for a Relationship Manager to strengthen and scale our Mutual Fund distribution business across large private banks, leading wealth counters, and senior MF decision makers in the Kolkata region. This role is pivotal in expanding DSP's footprint by building meaningful, revenue-driving relationships and delivering long-term asset growth. 
Key Responsibilities

• Drive Mutual Fund sales through Private Banks, Wealth Management desks, National Distributors across the Kolkata territory.

• Build, deepen, and manage high-quality relationships with senior fund managers, channel heads, and key influencers.

• Conduct regular client engagements to understand requirements, provide product insights, and support portfolio discussions.

• Expand market share by developing high-conviction engagement plans for priority partners.

• Deliver consistent incremental net sales and help build robust long-term assets.

• Track competitor activity, gather market intelligence, and relay insights for strategic decision-making.

• Execute territory sales plans, own revenue targets, and ensure timely reporting and compliance adherence. 
Skills & Competencies

• Strong knowledge of capital markets, mutual funds, and distribution ecosystem.

• Ability to influence and communicate effectively with senior stakeholders internal and external.

• Strong analytical approach, problem-solving mindset, and proactive relationship-building ability.

• NISM VA certified or willingness to complete before joining.  Experience

• Minimum 5+ years in Mutual Fund Distribution Sales or Wealth/BFSI channels, with proven experience managing large private bank relationships.  Qualification

• Graduate/Post Graduate from a recognized institution.

  • Relationship Manager-kolkata

    4 weeks ago

    Kolkata, West Bengal, India DSP Investment Managers Full time

    About the Role We are looking for a Relationship Manager to strengthen and scale our Mutual Fund distribution business across large private banks leading wealth counters and senior MF decision makers in the Kolkata region This role is pivotal in expanding DSP s footprint by building meaningful revenue-driving relationships and delivering long-term asset...

  • Hni Relationship Manager

    5 days ago

    Kolkata, West Bengal, India Peoplemint Consultants LLP Full time

    Job Title HNI Wealth Relationship Manager AMFI SP Certification mandatory Location Kolkata IndiaExperience Required 4 Years - We are seeking an experienced and client-focused HNI Wealth Relationship Manager to join our prestigious banking team in Kolkata - The ideal candidate will be responsible for managing and growing a portfolio of High Net-Worth...

  • Relationship Manager

    2 weeks ago

    Kolkata, West Bengal, India, West Bengal KG Engineering & Consultancy Full time

    Job Title: Relationship Manager Location: Kolkata Experience: Minimum 1.5 years Qualification: GraduationRoles & Responsibilities:New client acquisition drive for opening new Demat & generating brokerage on Demat accounts.Selling investment products like Mutual Funds. SIP, PMS & Insurance.Cold calling and meeting customers on a regular basis.Conducting local...

  • Relationship Manager

    4 days ago

    west bengal, India Anand Rathi Share and Stock Brokers Ltd Full time

    ```html About the Company About the Role Preferred Relationship Manager Manager/Senior Manager CTC range: Competitive Location: Kolkata Responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients To advise Affluent & Super Affluent...

  • Sales Executive

    7 hours ago

    Kolkata, West Bengal, India Quick Heal Full time

    Department - CORE SALES - Job posted on - Sep 24, 2024 - Employment type - Full Time **Group Company**: Quick Heal Technologies Ltd **Designation**: Sales Executive **Office Location**: Kolkata Kolkata **Position description**: The Executive/ Area Sales Manager is responsible for sales operations, meeting targets and building channel partner...

  • Relationship Officer || Kolkata

    2 weeks ago

    Kolkata, India 2coms Full time

    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 plywood...

  • Sales Manager India Isg

    2 weeks ago

    Kolkata, West Bengal, India Lenovo Full time

    Sales Manager India ISG Kolkata General InformationReq WD00077652Career area SalesCountry Region IndiaState West BengalCity KolkataDate Thursday February 20 2025Working time Full-timeAdditional Locations India - West Bengal - Kolkxc4x81ta India - West Bengal - Kolkata Why Work at LenovoWe are Lenovo We do what we say We own what we do We WOW our customers...

  • Zonal Academic Manager

    2 weeks ago

    Shakespeare Sarani, Kolkata, West Bengal, India Sharda Learning Systems Pvt Ltd Full time ₹ 2,40,000 - ₹ 3,60,000 per year

    Job Description:Job Description:The role reports to the Zonal Academic Manager and is responsible for the academic program this includes providing oversight, management and coaching to your team of Center Coordinators , Facilitators and other team members of the branch. In addition to regular classroom observations, the Academic Manager is responsible for...

  • Area Sales Manager – Field/gt Sales

    4 weeks ago

    Kolkata, West Bengal, India 2COMS Full time

    Hiring Area sales manager at Kolkata salary upto 10lpa Job Title Sales manager - Field sales General Trade FMCG Sales Location Kolkata Only local candidates can apply Salary Up to 10 LPA Role Overview We are seeking an experienced Area Sales Manager to drive field sales expand distribution and lead a team of Market Growth Representatives MGRs in Kolkata This...

  • Require A Cluster Sales Manager In Kolkata

    5 days ago

    Kolkata, West Bengal, India TestHiring Full time

    Develop and execute comprehensive sales strategies to achieve monthly quarterly and annual revenue targets within the Kolkata cluster Lead mentor and manage a team of sales representatives ensuring performance accountability and continuous development Identify new business opportunities expand client portfolios and strengthen relationships with key...