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

    3 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...

  • Sr. Manager

    5 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...

  • Relationship Manager

    2 weeks ago

    Gangtok, Kolkata, Siliguri, India Policybazaar Full time ₹ 2,00,000 - ₹ 12,00,000 per year

    Job Title: Relationship Manager / Senior Relationship ManagerDepartment: Sales Agency Channel (Motor Insurance)Employment Type: Field (Field Sales/ Office)Industry: InsuranceApply Now Email your CV to: , Job Summary: We are actively seeking energetic and performance-driven Relationship Managers / Senior Relationship Managers to join our team across various...

  • Relationship Manager

    2 weeks ago

    Durgapur, Kolkata, Siliguri, India Indusind Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role Details:The Current Account Relationship Manager (CA-RM) is responsible for managing and growing a portfolio of business clients, focusing on their Current Account GBO requirements, trade finance services, Cash Management Service (CMS) requirement within the mapped book.The role involves providing personalized banking services, identifying client needs,...

  • Development/Relationship Manager

    1 week ago

    Dhanbad, Jharkhand, India ICICI Lombard Full time ₹ 30,00,000 - ₹ 90,00,000 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...

  • Corporate Banking Relationship Manager

    3 weeks ago

    Kolkata, India Dreams Solution Full time

    Role & responsibilities The role we have is for RM corporate banking Kolkata Specific points to be noted : Candidate can be from bank or credit rating agency only Mininum exp : 3 years Handling only companies with turnover of 500 cr and more only large corporate Sr. No Descriptions Details 1Functional Designation - Relationship Manager Corporate Banking...

  • 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...

  • 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...

  • 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...

  • Manager / Sr. Manager – Channel Sales –Residential

    7 days ago

    Kolkata, West Bengal, India Emami Realty Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Manager / Sr. Manager - Channel Sales –ResidentialHome » Job Openings » Manager / Sr. Manager – Channel Sales –ResidentialQualification–Graduate with MBA (Marketing)Experience– 7 to 10 years from Real Estate industry.Involved in sales promotion activities & generating leads from Channel partners.Selling of High End Luxury Residential...