Affluent Relationship Manager- Household
4 days ago
Role & responsibilities
Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank policy
Cross sells bank products to existing set of Customers
Informs customers of new products or product enhancements to further expand the banking relationship
Plans and conducts special sales initiatives and events for prospective and existing clients
Coordinates with other group companies to provide seamless access to other products
Maintains complete relationship record for assigned customer accounts
Preferred candidate profile
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
MIS generation
Graduate/ Post Graduate 5 plus years of experience AMFI / IRDA
-
Preferred/Wealth Relationship Manager
2 weeks ago
Kolkata, West Bengal, India AnandRathi Full time ₹ 10,00,000 - ₹ 25,00,000 per yearJOB DESCRIPTION Role/ProfilesPreferred Relationship ManagerJob Title/ DesignationManager/Senior ManagerCompany CTC rangeCompetitiveLocationKolkata PRIMARY JOB 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...
-
Business Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Standard Chartered Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob ID: 36355Location: Kolkata, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 10 Nov 2025Job SummaryAs a Relationship Manager, you'll be responsible for managing and developing relationships with clients of SME Banking to drive business growth and meet the bank's strategic objectives. You'll provide...
-
Wealth Manager
2 weeks ago
Kolkata, West Bengal, India, West Bengal Motilal Oswal Financial Services Ltd Full timeCompany Name: Motilal Oswal Financial Services Limited Location- Kolkata Profile- Relationship Manager / Wealth Manager Key Responsibilities:1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.2.Maintaining client relationships and generate AUM from preferred clients.3....
-
Acquisition Manager
3 days ago
Kolkata, West Bengal, India, West Bengal Motilal Oswal Financial Services Ltd Full timeCompany Name: Motilal Oswal financial services limitedProfile: Acquisition Manager / Relationship Manager Location: Kolkata, West Bengal.Roles & Responsibilities: -1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.2.Maintaining client relationships and generate AUM...
-
Senior Relationship Manager
1 week ago
Kolkata, West Bengal, India InCred Premier Full time US$ 60,000 - US$ 2,00,000 per yearCompany DescriptionInCred Premier is committed to empowering affluent customers across India by providing a wide range of financial products and services that help grow and protect their wealth. We focus on delivering personalized solutions tailored to the unique financial goals of our clients, including investments in Market Linked Debentures (MLDs), Mutual...
-
Senior Priority Relationship Manager
2 weeks ago
Kolkata, West Bengal, India Standard Chartered Bank Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob ID: 28921Location: Kolkata, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 13 Jun 2025Job SummaryAs a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives....
-
Relationship Manager
12 hours ago
Kolkata, West Bengal, India Motilal Oswal Financial Services Ltd Full timeRole 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...
-
Relationship Manager
6 days ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeCompany DescriptionAnand Rathi is a prominent full-service investment bank that has been offering a wide range of financial and wealth management services since 1994. With over 30 years of industry experience, the company has a strong presence across 350 locations in India and offices in Dubai, Hong Kong, and New York. Serving over 6.5 lakh registered...
-
Relationship Manager
1 week ago
Kolkata, West Bengal, India Nirmal Bang Full time ₹ 25,00,000 - ₹ 1,00,00,000 per yearCompany DescriptionNirmal Bang is one of India's leading stock broking firms, offering a wide range of financial products and services such as equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and Portfolio Management Services (PMS). Co-founded and led by Mr. Dilip Bang and Mr. Kishore Bang, Nirmal Bang is committed to...
-
Relationship Manager
1 week ago
Kolkata, West Bengal, India Tata AIA Life Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per yearPosition 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...