- Responsible for New Client Acquisition and Inactive client activation
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Relationship Manager
1 week ago
Bandhan Bank Kolkata, IndiaLocation: 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 ...
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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 ...
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Relationship Manager
5 hours ago
YES BANK Kolkata, IndiaCore 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 ...
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Relationship Manager
28 minutes ago
Bandhan Bank Kolkata, IndiaLocation: · 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 ...
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Relationship Manager
5 hours ago
Dewars Garage Ltd kolkata, IndiaWe 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 ...
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Relationship Manager
5 hours ago
Bandhan Bank kolkata, IndiaLocation: 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 ...
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Relationship Manager
42 minutes ago
Anand Rathi Stocks and Brokers LTD Kolkata, IndiaDirect 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 ...
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Relationship Manager
5 hours ago
Chola MS General Insurance kolkata, IndiaRelationship 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 ...
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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 ...
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Relationship Manager
29 minutes ago
Bandhan Bank Kolkata, IndiaLocation: · 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 ...
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Relationship Manager
5 hours ago
EngageMyTalent HR Solutions LLP. kolkata, IndiaThe 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 ...
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Relationship Manager
1 week ago
EngageMyTalent HR Solutions LLP. Kolkata, IndiaThe 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 ...
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Relationship Manager
5 hours ago
DBS Bank kolkata, IndiaRelationship 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 ...
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Relationship Management
5 hours ago
Paradise Placement Consultancy kolkata, IndiaJob 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 ...
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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 ...
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Relationship Manager
28 minutes ago
IIFL Securities Premia Kolkata, IndiaJob 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 ...
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Relationship Manager
5 hours ago
Antal International kolkata, IndiaJob 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 ...
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Relationship Manager
5 hours ago
Strategice Sales & Services kolkata, IndiaResponsibilites:- · 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 ...
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Relationship Manager
42 minutes ago
IIFL Securities Premia Kolkata, IndiaJob 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 ...
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Relationship Manager
15 hours ago
Allianz Kolkata, IndiaJob 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 ...
Mutual Funds Relationship Manager - Kolkata, India - Waytogo Consultants
Description
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.