Relationship Executive

2 days ago

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

Role:
Relationship Executive - IFA Channel

Job Location:
Trinity Towers, AJC Bose Road, Kolkata –

Role Brief:

We are seeking a motivated and results-driven
Relationship Executive
to join our sales team. In this role, you will be responsible for
onboarding, managing, and supporting Independent Financial Advisors (IFAs) as well as existing clients
. You will play a key role in driving initial trading activity, increasing platform usage, and promoting suitable financial products. The role requires strong communication skills, a consultative sales approach, and the ability to foster long-term relationships while achieving revenue targets through client engagement and cross-selling. This position offers an excellent opportunity for professionals looking to grow in the financial services sector through
hands-on sales and channel development experience
.

Role Responsibilities:

  • Conduct outbound calls to newly registered and existing Dhanush
    clients to encourage initial trading activity.
  • Support IFAs with client onboarding, platform usage, and query resolution to ensure smooth adoption of Dhanush.
  • Clearly explain the benefits, features, and usage of Dhanush's trading and investment platform to both clients and IFAs.
  • Guide clients through their first trade execution and provide assistance with platform navigation.
  • Build strong rapport with inactive or underutilised accounts to nurture relationships and increase platform usage.
  • Assist IFAs in identifying client needs and provide them with product support to enable effective cross-selling of financial offerings.
  • Maintain detailed and accurate logs of all client and IFA interactions, follow-ups, and account activity in CRM tools.
  • Coordinate with internal teams (product, compliance, operations) to ensure smooth service delivery and timely resolution of both client and IFA concerns.
  • Consistently meet or exceed targets related to revenue generation and IFA channel growth.

  • Relationship Executive

    2 days ago

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

    Role:Relationship Executive - Financial ServicesJob Location:Trinity Towers, AJC Bose Road, Kolkata – Role Brief:We are seeking a motivated and results-drivenRelationship Executiveto join our sales team. In this role, you will be responsible foronboarding, managing, and supporting Independent Financial Advisors (IFAs) as well as existing clients. You will...

  • Relationship Executive

    1 day ago

    Kolkata, West Bengal, India Ashika Stock Services Limited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    We are seeking a results-driven Relationship Executive to join our sales team. In this role, you will be responsible for onboarding, managing and supporting our Independent Financial Advisors (IFAs) as well as existing clients for all our products.

  • Relationship Executive

    3 days ago

    Kolkata, West Bengal, India Ashika Group Full time

    Job DescriptionRole: Relationship Executive - Financial ServicesJob Location: Trinity Towers, AJC Bose Road, Kolkata 700 020Experience: 2 - 4 yearsRole Brief:We are seeking a motivated and results-driven Relationship Executive to join our sales team. In this role, you will be responsible for onboarding, managing, and driving sales from our Independent...

  • Relationship Executive

    2 days ago

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

    Role:Relationship Executive - IFA Channel (Financial Services)Job Location:Trinity Towers, AJC Bose Road, Kolkata – Experience:2-4 yearsRole Brief:We are seeking a motivated and results-drivenRelationship Executiveto join our sales team. In this role, you will be responsible foronboarding, managing, and supporting Independent Financial Advisors (IFAs) as...

  • Customer Relationship Executive

    11 hours ago

    Kolkata, West Bengal, India Mizizi Management System Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    We are looking for a Customer Relationship Executive (Female) to build and maintain strong customer relationships, handle queries, and ensure excellent customer experience. The role involves client interaction, follow-ups, and supporting customer engagement activities.

  • Relationship Manager

    4 days ago

    Kolkata, West Bengal, India beBeeCustomerRelationship Full time ₹ 3,00,000 - ₹ 4,00,000

    We are seeking a proactive and detail-oriented Client Relationship Manager to manage client relationships and ensure an exceptional experience for luxury clientele.The ideal candidate thrives in a client-focused environment, is organized, and contributes to both daily execution and long-term improvements in customer engagement.Client interactions will be...

  • Relationship Manager

    2 days ago

    Kolkata, West Bengal, India Tata AIA Life Insurance Full time

    Job DescriptionA Position Overview- Position Title - Senior Relationship Manager - Virtual Bancassurance HDFC- Function - Partnership Distribution- Department - Virtual Bancassurance HDFC- Level/ Band - Executive- Grade - 209- Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsB...

  • Senior Client Relationship Executive

    4 days ago

    Kolkata, West Bengal, India beBeeAccount Full time ₹ 12,00,000 - ₹ 18,00,000

    Key Account Manager PositionThis role involves overseeing key client accounts, developing new business plans, and providing exceptional customer service.Manage key client accounts and develop strategies for growthAnalyze account performance and ensure client satisfaction through proactive communication and problem-solvingRequired skills include:Strong...

  • Preferred Relationship Developer

    6 days ago

    Kolkata, West Bengal, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    **Job Summary:**We are seeking a skilled Relationship Manager to build and maintain relationships with high net worth individuals.The ideal candidate will be responsible for identifying and acquiring new business opportunities, developing comprehensive financial plans, and providing exceptional client service and support.Key Responsibilities:Establish strong...

  • Relationship Manager

    2 days ago

    Kolkata, West Bengal, India Dreams Solution Full time ₹ 6,00,000 - ₹ 20,00,000 per year

    SUMMARY for RM: -The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make...