-
Relationship Manage, Priority Clients
6 days ago
Standard Chartered Kolkata, India**Job***: Retail Banking · **Primary Location***: Asia-India-Kolkata · **Schedule***: Full-time · **Employee Status***: Permanent · **Posting Date***: 03/Apr/2023, 6:11:24 AM · **Unposting Date***: Ongoing · **Roles and Responsibility** · - Acquiring, growing and deepening Priori ...
-
Relationship Manager
5 days 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 ...
-
Relationship Manager
1 week 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 ...
-
Relationship Manager
5 days 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 ...
-
Relationship Manager
6 days ago
Anand Rathi Stocks and Brokers LTD west bengal, 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 P ...
-
Relationship Manager
3 weeks 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 ...
-
Relationship Manager
6 days 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 ...
-
Relationship Management
6 days 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 ...
-
Relationship Manager
2 weeks 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 ...
-
Relationship Manager
6 days 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 ...
-
Relationship Manager
6 days ago
The People Operations kolkata, IndiaUrgent hiring for DM and RM In CAT Axis Channel for Life Insurance company · CTC Up to 5 LPA · Locations: Mumbai Raipur Jamshedpur Lucknow Kanpur Barielly Kolkata Rajkot Durg · KEY RESPONSIBILITIES · Service through relationship management · Establishing and strengthening relatio ...
-
Relationship Manager
6 days 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 ...
-
Relationship Manager
6 days 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 ...
-
Relationship Manager
1 week 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 ...
-
Relationship Manager
6 days 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 ...
-
Relationship Manager
1 week 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 ...
-
Relationship Manager
1 day ago
Waytogo Consultants Kolkata, IndiaThis position is primarily responsible for developing and maintaining banking relationships with a select group of high net worth customers by providing them exceptional individualized customer service; thereby achieving targeted growth and service norms.Develops new and expands ...
-
Relationship Manager
1 week ago
Wizaltia Solutions banga, IndiaJobPurpose: To drive businessthrough Channel Partners branch staff and distributionnetwork.Responsibilities: To generate leads through activities and use enablers for leadgeneration To have a minimum of 3 newcustomer meetings in a day To provideaftersales service and do upsellin ...
-
Relationship Manager
6 days 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 ...
-
Relationship Manager
6 days 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 ...
Relationship Manager - Kolkata, India - IIFL Securities Premia
Description
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 account of clients, assisting new entrants in the equityl
Responsible for achieving targets based on acquisition and revenue generation through equityl
Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationshipsl
Provide regular updates to the immediate superior as and when requiredl
Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.
Analyze client portfolios and make necessary suggestions.
This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
lMust ensure the growth of AUM and IR from existing customers mapped to themQualifications(should contain qualification requirement, experience background, any specific certification)l
Graduate/Post Graduate or MBA/PGDMl
Aggressive and confident individuals with strong client relationshipsl
Good communication and presentation skills are a prerequisitel
Self driven, target oriented individuals preferredl
AMFI/NISM/NCFM certified preferred