Relationship Executive

1 day ago

Kolkata, West Bengal, India Ashika Group Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Role:
Relationship Executive - IFA Channel (Financial Services)

Job Location:
Trinity Towers, AJC Bose Road, Kolkata –

Experience:
2-4 years

Role Brief:

We are seeking a motivated and results-driven
Relationship Executive
to join our sales team. In this role, you will be responsible for
onboarding, managing, and supporting Independent Financial Advisors (IFAs) as well as existing clients
. You will play a key role in driving initial trading activity, increasing platform usage, and promoting suitable financial products. The role requires strong communication skills, a consultative sales approach, and the ability to foster long-term relationships while achieving revenue targets through client engagement and cross-selling. This position offers an excellent opportunity for professionals looking to grow in the financial services sector through
hands-on sales and channel development experience
.

Role Responsibilities:

  • Conduct outbound calls to newly registered and existing Dhanush
    clients to encourage initial trading activity and platform usage.
  • Support IFAs with client onboarding, platform usage, and query resolution to ensure smooth operations.
  • Clearly explain the benefits, features, and usage of our services to both clients and IFAs.
  • Build strong rapport with inactive or underutilised accounts to nurture relationships and increase platform usage.
  • Assist IFAs in identifying client needs and provide them with product support to enable effective cross-selling of our financial offerings.
  • Maintain detailed and accurate logs of all client and IFA interactions, follow-ups, and account activity in CRM tools.
  • Coordinate with internal teams (product, compliance, operations) to ensure smooth service delivery and timely resolution of both client and IFA concerns.
  • Consistently meet or exceed targets related to revenue generation and IFA channel growth.

  • Relationship Executive

    1 day ago

    Kolkata, West Bengal, India Ashika Group Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    As a Telesales Executive/Relationship Executive-Voice Process at Trinity Towers, AJC Bose Road, Kolkata for Dhanush, the investment and trading platform, your role involves engaging with newly registered and existing clients to drive initial trading activity and promote financial products. Your strong communication skills, consultative sales approach, and...

  • Relationship Executive

    3 days ago

    Kolkata, West Bengal, India Ashika Group Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role:Relationship Executive - IFA ChannelJob Location:Trinity Towers, AJC Bose Road, Kolkata – Role Brief:We are seeking a motivated and results-drivenRelationship Executiveto join our sales team. In this role, you will be responsible foronboarding, managing, and supporting Independent Financial Advisors (IFAs) as well as existing clients. You will play a...

  • Relationship Executive

    3 days ago

    Kolkata, West Bengal, India Ashika Group Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role:Relationship Executive - Financial ServicesJob Location:Trinity Towers, AJC Bose Road, Kolkata – Role Brief:We are seeking a motivated and results-drivenRelationship Executiveto join our sales team. In this role, you will be responsible foronboarding, managing, and supporting Independent Financial Advisors (IFAs) as well as existing clients. You will...

  • Relationship Executive

    3 weeks ago

    Kolkata, West Bengal, India Ashika Group Full time

    Job DescriptionRole: Relationship Executive - Financial ServicesJob Location: Trinity Towers, AJC Bose Road, Kolkata 700 020Experience: 2 - 4 yearsRole Brief:We are seeking a motivated and results-driven Relationship Executive to join our sales team. In this role, you will be responsible for onboarding, managing, and driving sales from our Independent...

  • Relationship Executive

    1 day ago

    Kolkata, West Bengal, India Ashika Stock Services Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    We are seeking a results-driven Relationship Executive to join our sales team. In this role, you will be responsible for onboarding, managing and supporting our Independent Financial Advisors (IFAs) as well as existing clients for all our products.

  • Relationship Manager

    3 weeks ago

    Kolkata, West Bengal, India Tata AIA Life Insurance Full time

    Job DescriptionA Position Overview- Position Title - Senior Relationship Manager - Virtual Bancassurance HDFC- Function - Partnership Distribution- Department - Virtual Bancassurance HDFC- Level/ Band - Executive- Grade - 209- Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsB...

  • Relationship Manager

    1 day ago

    Kolkata, West Bengal, India Dreams Solution Full time ₹ 10,00,000 - ₹ 20,00,000 per year

    SUMMARY for RM: -The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make...

  • Client Relationship Executive

    6 days ago

    Kolkata, West Bengal, India Abhishek Shankar Agarwal Associates Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Strong relationships with clients to foster trust , long-term engagement. contact client inquiries, requests, and issue resolution. Understand client needs and coordinate with internal teams to deliver tailored solutions and exceptional service.

  • Senior Relationship Manager

    3 weeks ago

    Kolkata, West Bengal, India HDFC securities Full time

    HDFC Securities is hiring for Senior Relationship Manager at Kolkata, Durgapur, Berhampore, Bhubaneshwar, Asansol, Rourkela. Experience required : 4 Years+ Job Description : 1. Execution of trade orders on behalf of clients. 2. Building relationships with clients & educating them about Investments. 3. Client Acquisition as per targets and cross selling...

  • CRE - Customer Relationship Executive with Leading NBFC at Kolkata

    3 days ago

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

    Inviting for CRE - Customer Relationship Executive with Leading NBFC at Kolkata