Junior Relationship Manager

2 days ago


Sarat Bose Road Kolkata West Bengal, India Shree Rama International Full time ₹ 3,60,000 - ₹ 5,40,000 per year

Key Responsibilities:

· Manage and maintain strong relationships with family office clients, ensuring personalized attention and service.

· Act as the primary point of contact for clients, addressing their investment and service-related needs.

· Conduct regular meetings with clients to review portfolio performance and provide updates.

· Coordinate with internal teams – operations, compliance, and client support – to ensure smooth execution of transactions and client requests.

· Ensure a high level of client satisfaction through timely and professional communication.

· Prepare and present portfolio performance and investment reports.

· Stay informed about market developments, investment products, and regulatory updates to support client interactions effectively.

Key Requirements:

· Education: Graduate (minimum requirement)

· Experience: Minimum 3 years of relevant experience in financial services, preferably in mutual funds, PMS, or banking.

· Candidates with backgrounds in luxury car, watch, or travel sales who have strong client relationship skills are also encouraged to apply.

· Languages: Proficiency in English (both written and verbal).

Job Type: Full-time

Pay: ₹30, ₹45,000.00 per month

Benefits:

  • Health insurance

Work Location: In person


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