Client Relationship Manager
4 days ago
Key Responsibilities:
- Client Acquisition and Retention:
- Identifying and pursuing new clients, establishing strong relationships, and retaining existing ones.
- Understanding Client Needs:
- Assessing client investment goals, risk tolerance, and financial objectives.
- Providing Investment Advice:
- Recommending appropriate investment products and strategies based on client needs.
- Relationship Management:
- Maintaining ongoing communication with clients, providing excellent customer service, and addressing their inquiries.
- Revenue Generation:
- Focusing on generating revenue through client activity and new business development.
- Compliance:
- Ensuring compliance with regulatory requirements and internal policies.
Example Job Descriptions:
- Relationship Manager - Stock Broking Firm:
- This role involves building and maintaining relationships with clients, understanding their investment needs, and providing investment solutions.
- Relationship Manager - Real Estate Finance:
- This role focuses on establishing and maintaining client relationships, understanding their financial needs, and providing tailored financing solutions.
- Relationship Manager - Bank Based Stock Broking Company:
- This role involves client acquisition, relationship building, and ensuring their investment needs are met.
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Client Relationship Manager
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SMIFS - Manager - Client Relationship
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Client Relationship Manager
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Kolkata, India Acme services Full timeHi, Your Profile has been Shortlisted for the role of **Client Relationship Executive (Customer Support)** in a **Leading Company** ! **LOCATION- Bhowanipure, Kolkata** **JOB DESCIPTION**: **Client Engagement**: Initiate and maintain regular contact with our clients to build rapport, understand their preferences, and anticipate their needs. This includes...
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Kolkata, India NowPurchase Industrial Full timeNowPurchase is transforming the 140B$ Metal Manufacturing industry. The metal industry forms the backbone of the economy and the fundamental block of the physical world - be it transportation, construction and machinery.NowPurchase is building a rich, digital marketplace where Metal Manufacturers can procure high quality raw materials in a trusted manner. At...
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Kolkata, India Nsuregrowth Full timeWe are seeking a dynamic and results-driven Sales and Relationship Manager to join our esteemed wealth management firm. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth clients, as well as generating new business opportunities. As a Sales and Relationship Manager, you will play a crucial role in...
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Hiring for Client Relationship
5 days ago
Kolkata, India steller solutions consultancy Full timeHiring for Client Relationship Executive Job Details: Company Name: 3 Step Aviation Institute Designation: Client Relationship Executive Experience: 1-3 Years in any calling experience Qualification - minimum 12th passed Timings - 10Am - 7PM (Fixed) **Salary**: 12000 - 15000/month Preferable Language - Fluent English Opportunity -...