Sr. Relationship Manager

1 week ago

Dhanbad Kolkata Siliguri, India Bajaj Capital Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.

  • Key Job Responsibilities
  • Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.
  • Conduct daily sales calling with prospective new clients and identify their needs.
  • Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal.
  • Conduct timely and regular follow ups with the clients.
  • Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.
  • Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.
  • Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
  • Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.

Desired Candidate Profile

  1. Candidate with good communication skills.

  2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +

  3. Pleasing Personality

  4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

  5. Maximum age limit 35 years.

Perks and Benefits

Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)

1st & 3rd Saturday off.

Interested candidates with relevant experience are requested to share CVs at

Contact Person : Pawan Kumar Prasad

  • Relationship Manager

    2 days ago

    Dhanbad, Jharkhand, India Aditya Birla Capital Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Company DescriptionAditya Birla Capital Ltd is a leading financial services company based in Mumbai, India. The company is committed to providing equal opportunities to all in employment and prohibits discrimination or harassment in any form. Diversity, Equity, and Inclusion (DEI) are embedded in their recruitment policies, ensuring all candidates meeting...

  • Relationship Manager

    2 days ago

    Dhanbad, Jharkhand, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches OperationsWe are looking for a service-oriented and sales-driven Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment. The role involves handling customer service requests, selling liability and investment products, and enhancing customer...

  • Relationship Manager

    2 days ago

    Dhanbad, Jharkhand, India Tata Capital Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Core Responsibilities:Sales Process Managemento    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 or...

  • Sr. Manager

    4 days ago

    Kolkata, West Bengal, India Yes Bank Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Role & responsibilitiesJob Title: Relationship Manager - Sr. Manager / AVPDepartment: Small Enterprises (SE) - Working Capital ProductsExperience: 3+ yearsGrade: Sr. Manager / AVPRole Summary:We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing...

  • Customer Relationship Manager

    6 days ago

    Siliguri, West Bengal, India PADMASHRI GROUP Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Interested candidates can also provide their CV'S on , kindly call on the same given number to know about the interview updatesJob Title: CRMHead Office - SiliguriCustomer Relationship Manager Responsibilities:Building and maintaining profitable relationships with key customers.Overseeing the relationship with customers handled by your team.Resolving...

  • Development/Relationship Manager

    1 week ago

    Dhanbad, Jharkhand, India ICICI Lombard Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Greetings from ICICI Lombard General Insurance Co. Ltd.ICICI Lombard is the leading private general insurance company in the country. The Company offers a comprehensive and well-diversified range of products through multiple distribution channels, including motor, health, crop, fire, personal accident, marine, engineering, and liability insurance. With a...

  • Relationship Manager

    2 weeks ago

    Dhanbad, Kolkata, India Bajaj Capital Full time

    Bajaj Capital Ltd is currently hiring for / . with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . is mandatory in any field. To apply share your updated CV

  • Corporate Banking Relationship Manager

    2 weeks ago

    Kolkata, West Bengal, India Dreams Solution Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilitiesThe role we have is for RM corporate banking KolkataSpecific points to be noted :Candidate can be from bank or credit rating agency onlyMininum exp : 3 yearsHandling only companies with turnover of 500 cr and more only large corporateSr. NoDescriptionsDetails1Functional Designation - Relationship Manager Corporate Banking2 Business...

  • Development/Relationship Manager

    2 weeks ago

    Siliguri, West Bengal, India ICICI Lombard Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Greetings from ICICI Lombard General Insurance Co. Ltd. ICICI Lombard is the leading private general insurance company in the country. The Company offers a comprehensive and well-diversified range of products through multiple distribution channels, including motor, health, crop, fire, personal accident, marine, engineering, and liability insurance. With a...

  • Sr Manager Operations

    2 weeks ago

    Kolkata, Vadodara, India Spes Manning Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Hello all,We have 2 diversity hirings for Kolkata and Vadodara Gujrat.Sr. Manager Operations Kolkata11+ years of international voice operations experience neededSr Manager Operations, Vadodara Gujrat6 days working/ day shift11+ years experience Domestic voice experience neededProfile & Experience• 11+ years of operations experience within a BPO in customer...