Preferred RM/Imperia RM

1 day ago


Kolkata, West Bengal, India Pace Hr Consulting Full time ₹ 1,04,000 - ₹ 1,30,878 per year

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



  • Kolkata, West Bengal, India beBeeSoftwareTesterAutomation Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Description">Our organization seeks a skilled Oracle RMS professional to fill this role. This is an opportunity to join our team in Bangalore, working on various projects and contributing to the company's growth.The ideal candidate should have in-depth functional expertise in Oracle RMS modules, hands-on testing experience, and excellent communication...

  • Preferred RM

    1 week ago


    Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job 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

    Job 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

    1 week ago


    Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job 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 days ago


    Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Job 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....


  • Kolkata, West Bengal, India beBeeRms Full time ₹ 1,04,000 - ₹ 1,30,878

    Job DescriptionSeeking a skilled Oracle RMS tester to collaborate with cross-functional teams and develop test strategies. Key responsibilities include manual, automation, and integration testing of Oracle RMS modules.Key Responsibilities:Perform comprehensive testing of Oracle RMS modules, including Items, Purchase Orders, Stock Ledger, Transfer, and Stock...


  • Kolkata, West Bengal, India Sharekhan Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Role & responsibilitiesOwnership of the Asset Gathering Target of the locationDriving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.Increasing AUM of the locationPenetration of existing client base for creating new investors in MF/Investments from existing client baseEnsuring better client...

  • Testing Specialist

    2 days ago


    Kolkata, West Bengal, India beBeeFunctionalTester Full time ₹ 12,00,000 - ₹ 15,00,000

    Role Overview:Oracle RMS and Oracle SIOCS testers are accountable for ensuring the quality of our solutions. This position is ideal for skilled professionals with experience in functional testing.The successful candidate will have a strong background in Oracle RMS and Oracle SIOCS, as well as excellent communication skills to convey complex test results...

  • Account Manager

    3 weeks ago


    Kolkata, West Bengal, India Anand Rathi Wealth Limited Full time

    Role Description An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting...


  • Kolkata, West Bengal, India Indusind Bank Full time

    Job DescriptionRole & responsibilities- Assist in the investment portfolio asset allocation of customers.- Allocation between different asset classes & subclasses.- Decisions on products with the asset / sub-asset class.- This will require a good understanding of the various investment products including mutual funds, bonds, money market instruments, equity,...