Jobs
>
Kolkata

    Relationship Manager - Kolkata, India - IIFL Securities Premia

    IIFL Securities Premia
    IIFL Securities Premia Kolkata, India

    6 days ago

    Default job background
    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.

    l

    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.

    l

    Must 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


  • 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 ...


  • 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 ...


  • 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 ...


  • 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 ...


  • Anand Rathi Stocks and Brokers LTD west bengal, 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 P ...

  • Bandhan Bank

    Relationship Manager

    3 weeks 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 the ...


  • 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 ...

  • EngageMyTalent HR Solutions LLP.

    Relationship Manager

    2 weeks ago


    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 ...


  • 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 ...


  • The People Operations kolkata, India

    Urgent 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 ...


  • 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 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 ...


  • 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 ...


  • 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 ...


  • 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 ...


  • Waytogo Consultants Kolkata, India

    This 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 ...


  • Wizaltia Solutions banga, India

    JobPurpose: 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 ...


  • 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 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 ...