Client Relationship Manager Job Vacancies in Siliguri

We are seeking a dedicated Wealth Advisor to join our team in Siliguri, India. This role is ideal for individuals with 2 to 5 years of experience in finance or investment services.nnAs a Wealth Advisor, you will guide clients in managing their financial assets and investments. You will work closely with them to develop personalized strategies that align with their financial goals.nnKey Responsibilities:nn1. Client Consultation: Meet with clients to understand their financial objectives, risk tolerance, and investment goals. Build strong relationships to foster trust and loyalty.nn2. Investment Strategy Development: Create tailored investment plans that suit individual client profiles, incorporating various investment products and services.nn3. Market Research: Stay updated on market trends, economic news, and financial products to provide informed advice to clients.nn4. Performance Monitoring: Regularly review and assess clients' portfolios, making necessary adjustments to optimize performance and meet changing needs.nn5. Compliance and Reporting: Ensure all financial practices adhere to regulatory standards, and provide clients with accurate reports and documentation.nnRequired Skills and Expectations:nnCandidates should hold a graduate degree and possess strong communication skills to effectively convey complex financial ideas to clients. A solid understanding of investment principles and financial markets is essential. You should be proactive, detail-oriented, and capable of working in a team-oriented environment. The ability to build lasting client relationships is crucial for success in this role.

Customer acquisition. Meet sales target. Service to existing customer. Claims settlement

Hi,We are hiring for a leading wealth and asset management firm.Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory.

Please read the whole description thoroughly before applyingWe are recruiting potential & deserving candidates for the post of Bajaj Allianz Life Insurance- Business Development & Sales Executive. This is a training internship cum employment opportunity after achieving this only the candidates will be hired based upon their performance. (Work From Home Profile- RPD Channel)Candidates Requirements-1. Should have PAN, Adhar, 12th & Higher Marksheets (Mandatory) 2. Should know how to apply Zoom Meeting App/ Microsoft Teams App3. Should have the potential to fulfil just a One-Time sales target of 6 policies of Rs. 35000/- yearly premium amount each from their known Contacts (Friends, Family, Relatives) 4. Should have proper internet and network connection5. Should have the ability to work as a Team LeaderIf all the above requirements are YES for you, we look forward to have an interview with you and Welcome you into our huge Family. Process and Job responsibilities: Complete Online Theoretical Training Clear IRDAI Govt. Exam (Exam Fees Rs. 585/-) Go through Management Practical Training (One-Time sales part included) Recruit Candidates & Build your Team Get Promoted and come under Fixed PayrollTheoratical Training Hour- 2-3 hour daily (7-10 days) Practical Training- 2-3 months maximum ( depends upon candidate's performance) Sat- Half-Day & Sunday - OffDuring training- Incentives based upon sales Salary after Promotion - (Fixed+ Allowance)+ Incentives + PF + ESI + Gratuity How to apply : Send your Resume/Bio-Data in the whatsapp/mail along with your active mobile no. Send your PAN Card No. & Alternative mobile no. for IRDAI licence checkup Have Round 1 Telephonic Interview with RP Appear for Round 2 Final Video Interview via ZoomThanksSweata (RP)Bajaj Allianz Life Insurance

We are seeking a motivated and dedicated Relationship Manager Wealth to join our team in Siliguri. In this role, you will be responsible for managing client relationships and providing tailored wealth management solutions.Key Responsibilities:1. Client Engagement: Develop and maintain strong relationships with clients, understanding their financial needs and objectives to offer suitable wealth management services.2. Portfolio Management: Assist clients in creating and managing investment portfolios, ensuring they align with their financial goals and risk tolerance.3. Market Research: Stay updated on market trends and financial products, providing clients with insightful recommendations based on thorough analysis.4. Compliance: Ensure that all client interactions and transactions comply with regulatory requirements and internal policies, safeguarding both the clients' and the company's interests.Required Skills and Expectations:Candidates should have 1 to 4 years of relevant experience in wealth management or financial services. A graduate degree is necessary for this position. Strong communication and interpersonal skills are essential for effectively engaging with clients and understanding their needs. Candidates must demonstrate a solid understanding of financial products, investment strategies, and market dynamics. A proactive approach to problem-solving and the ability to work collaboratively in a team environment are also important for success in this role. The position requires commitment and a willingness to work from the office, ensuring constant availability for client meetings and interactions.

We are Urgently Looking for Client Relationship Managerclient Meetingsgiving Service to Existing Clientsmeeting Targetsmanaging Relation with Clients