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 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...

Company 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...

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...

Company DescriptionBajaj Life Insurance is one of India's fastest-growing life insurance companies, offering solutions such as ULIPs, term insurance, retirement, and child policies to secure financial futures. Trusted by over 3.85 crore policyholders and holding an impressive AUM of ₹1.3 Lakh Crores, the company boasts a 99.29% claim settlement ratio and a...

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...

Responsibilities:* Manage client portfolios* Build strong relationships with clients* Provide investment advice* Meet revenue targets