Relationship Manager

5 days ago


Kolkata, West Bengal, India Pepplo Consulting Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Provide financial solutions to the customers while maintaining high service standards

Maintain complete customer profile including demographics

Responsible for selling Equity based Investment

Deepen the relationships by selling all types of Insurance

Required Candidate profile

NCFM/NISM certifications

Knowledge of banking products & services

Ability to manage complex client situations

Good communication skill

Good networking and relationship building skills

Perks and benefits

Attractive incentive scheme + Mediclaim



  • Kolkata, West Bengal, India Motilal Oswal Financial Services Ltd Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    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...


  • Kolkata, West Bengal, India FINKEDA Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionSince its inception, Ikeda Ltd. has been at the frontline of the payments revolution, becoming a major worldwide leader in payments technology and transaction processing. Founded in 2019, we develop next-generation payment gateways, mobile-based collections, and payments systems. Our mission is to provide safe and smooth omnichannel...

  • Relationship Manager

    2 weeks ago


    Kolkata, West Bengal, India Centricity WealthTech Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionFounded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices through a comprehensive SAAS-based investment management platform. Our platform offers digital transactional capabilities for a diversified product suite. We aim to provide a consistent family office experience for...

  • Relationship Manager

    2 weeks ago


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

    About The Role Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business...


  • Kolkata, West Bengal, India Tata AIA Life Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    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...


  • Kolkata, West Bengal, India Vserve Digital Solutions Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    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...


  • Kolkata, West Bengal, India Career Hotspot & Services Full time ₹ 6,00,000 - ₹ 25,00,000 per year

    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...

  • Relationship Manager

    2 weeks ago


    Kolkata, West Bengal, India Incred Capital Full time

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


  • Kolkata, West Bengal, India Rupeek Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    This job is provided by Relationship ManagerAbout RupeekRupeek, established in 2015 and headquartered in Bangalore, stands as India's leading asset-backeddigital lending fintech platform. Committed to making credit accessible to Indians in a fair andconvenient manner, Rupeek pioneers innovative financial products focused on monetizing India's $2trillion...


  • Kolkata, West Bengal, India Urban Nest Investment Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We believe great work happens when good people come together. If you're looking for a dynamic, growth-driven environment — your next opportunity is here Apply or WhatsApp us at: ] Job Roles: RELATIONSHIP MANAGER (Real Estate) Location: Bhowanipore Full-time | Attractive Salary | Growth-Focused Team