Jobs
>
Kolkata

    Mutual Funds Relationship Manager - Kolkata, India - Waytogo Consultants

    Default job background
    Description
    1. Responsible for New Client Acquisition and Inactive client activation

    2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.

    3. Manage the existing clients and build AUM.

    4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with the new and existing clients.

    5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business

    6. Expand Market Share from both new and existing clients and responsible for servicing.

    7. Responsible for up-sell & cross sell across asset classes to both Corporates & its Promoters.

    8. Responsible for Cross Sell Initiative with bank Synergy activity.

    9. Activating i online Accounts for corporates.

    10. Active networking with clients, competition and distributors to get market information.

    11. Timely information on the products to distributors.

    12. Ensure market share across clients and distributors as per organizational requirement.



  • Bandhan Bank Kolkata, India

    Location: South Kolkata · Requirement: · The candidate needs to have minimum 3-5 years' experience in wealth management. · The candidate needs to be both NISM and IRDA certified with active certifications. · Minimum education qualification is graduation. · The following are the ...

  • Axis Bank

    Relationship Manager

    29 minutes ago


    Axis Bank Kolkata, India

    #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply" · About Branch Banking: · The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a ...

  • YES BANK

    Relationship Manager

    5 hours ago


    YES BANK Kolkata, India

    Core Responsibilities · Relationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providin ...

  • Bandhan Bank

    Relationship Manager

    28 minutes ago


    Bandhan Bank Kolkata, India

    Location: · South & Central Kolkata · Requirement: · The candidate needs to have minimum 3-5 years' experience in wealth management. · The candidate needs to be both NISM and IRDA certified with active certifications. · Minimum education qualification is · graduation . · The foll ...

  • Dewars Garage Ltd

    Relationship Manager

    5 hours ago


    Dewars Garage Ltd kolkata, India

    We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. · Responsibilities Understand customer needs and develop plans to address them · Identify key staff in client companies to cultivate profitable relationships · Resolve cu ...

  • Bandhan Bank

    Relationship Manager

    5 hours ago


    Bandhan Bank kolkata, India

    Location: South KolkataRequirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications.Minimum education qualification is graduation .The following are the specifications ...

  • Anand Rathi Stocks and Brokers LTD

    Relationship Manager

    42 minutes ago


    Anand Rathi Stocks and Brokers LTD Kolkata, India

    Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product ...

  • Chola MS General Insurance

    Relationship Manager

    5 hours ago


    Chola MS General Insurance kolkata, India

    Relationship Manager Bank Assurance (Induslnd Bank) · We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with kno ...

  • Axis Bank

    Relationship Manager

    42 minutes ago


    Axis Bank Kolkata, India

    #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply" · About Branch Banking:The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a maj ...

  • Bandhan Bank

    Relationship Manager

    29 minutes ago


    Bandhan Bank Kolkata, India

    Location: · South Kolkata · Requirement: · The candidate needs to have minimum 3-5 years' experience in wealth management. · The candidate needs to be both NISM and IRDA certified with active certifications. · Minimum education qualification is · graduation . · The following are ...

  • EngageMyTalent HR Solutions LLP.

    Relationship Manager

    5 hours ago


    EngageMyTalent HR Solutions LLP. kolkata, India

    The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final · point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships · and managing & retaining such relationships by delivering the best st ...


  • EngageMyTalent HR Solutions LLP. Kolkata, India

    The Relationship ManagerWealthis the ultimate face of the business as (s)he is going to be thefinal · point of contact with theclient. (S)he would be responsible for acquiring High Net Worthrelationships · and managing& retaining such relationships by delivering the beststandard ...

  • DBS Bank

    Relationship Manager

    5 hours ago


    DBS Bank kolkata, India

    Relationship Manager-(WD54844) Position Title: Relationship Manager · Department:SME, India, IBG4 · Reports To: Regional Sales Head – Assets · Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What ...


  • Paradise Placement Consultancy kolkata, India

    Job Description: · The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by del ...

  • Anand Rathi Stocks and Brokers LTD

    Relationship Manager

    28 minutes ago


    Anand Rathi Stocks and Brokers LTD Kolkata, India

    · Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. · He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. · Promote Focu ...

  • IIFL Securities Premia

    Relationship Manager

    28 minutes ago


    IIFL Securities Premia Kolkata, India

    Job Description: (Pl mention detailed profile) · l · Responsible for business development through acquisition of high net-worth clients [client acquisition] · l · Responsible for identifying customer needs and assessing their risk appetite · I · Responsible for activation of trad ...

  • Antal International

    Relationship Manager

    5 hours ago


    Antal International kolkata, India

    Job Description COMPANY · My client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. They pride themselves in being a trusted Investm ...

  • Strategice Sales & Services

    Relationship Manager

    5 hours ago


    Strategice Sales & Services kolkata, India

    Responsibilites:- · Should have ability to meet month on month target. · Should have ability to generate leads. · Focus on the network marketing. · Focus and heat the natural market for own business. · Face to face dealing with clients. · Ability to close sales calls with ...

  • IIFL Securities Premia

    Relationship Manager

    42 minutes ago


    IIFL Securities Premia Kolkata, India

    Job Description: (Pl mention detailed profile)l · Responsible for business development through acquisition of high net-worth clients (client acquisition)l · Responsible for identifying customer needs and assessing their risk appetiteI · Responsible for activation of trading accou ...

  • Allianz

    Relationship Manager

    15 hours ago


    Allianz Kolkata, India

    Job Description: · Not available at the moment · Skills Required: · Organizational UnderstandingIndustry Understanding & Competitive AwarenessProduct KnowledgeCustomer RelationsSales StrategyNew Sales Partner AcquisitionMotor AgencyDesirable Skills: · Not available at the moment ...