Client Relationship Manager

4 days ago


Chowringhee Kolkata, India Abhijit Roy Full time ₹ 6,00,000 - ₹ 12,00,000 per year

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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