Relationship Manager

Role 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...

Company 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...

Responsibilities:* Manage client relationships through effective communication and relationship building.* Meet sales targets & new business opportunities .* Policy advisory and guidance.* Renewal and retention management.

Job 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,...

Position 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...

Company 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 (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...

Provide 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...

Job 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...

Reputed Organization, Post- Relationship Manager, Channel- Direct, Life Insurance background must, Age limit- upto 36, Package- uptp 6lpa, Location- kolkata Contact Person - Sanjukta