Relationship Manager Graduate Experience Jobs in Siliguri

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 seeking a Program Manager Internship Program to lead and manage our continuous intern pool. This role is responsible for end-to-end internship management, including sourcing, onboarding, task assignments, learning tracking, and knowledge transfer between intern cohorts. The ideal candidate is proactive, detail-oriented, and passionate about talent development, ensuring that both learning objectives and business goals are met effectively.Key ResponsibilitiesIntern Sourcing & Relationship Management Establish and maintain strong partnerships with business schools, colleges, and universities to source top intern talent. Represent the company at campus recruitment events, job fairs, and networking sessions. Develop and execute a structured outreach strategy to ensure a steady pipeline of high-quality interns.Internship Program Management Oversee the full lifecycle of the internship program, from recruitment to offboarding. Develop and maintain a structured internship roadmap, ensuring alignment with business needs. Track intern performance, learning progress, and business task completion.Onboarding & Training Ensure a smooth onboarding experience for all interns, including orientation and training sessions. Assign interns to appropriate teams, considering their skills, learning goals, and business requirements. Develop and maintain structured learning modules, tracking completion and effectiveness.Task & Performance Management Assign business and learning tasks to interns, ensuring timely completion. Monitor progress and provide regular feedback to interns and their mentors. Address performance issues and ensure interns receive the support needed to succeed.Intern Pipeline & Knowledge Transfer Proactively plan for upcoming intern batches to ensure continuity. Implement a seamless knowledge transfer process between outgoing and incoming interns. Maintain comprehensive documentation of ongoing projects.

Minium 1 year expeeience

Job Description Wealth Relationship ManagerRoles and Responsibilities Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achievebusiness 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.

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.

Greetings for the Day!There is urgent hiring for Relationship Manager- Sales profile for a leading Insurance company. Position Title: Relationship ManagerJob Location: Kolkata / Siliguri in West Bengal & Allahabad / Varanasi in UPTravel: Within StateRoles & Responsibilities: Recruit insurance Point of Sale Person (POS) from allotted area and strategic alliance concluded by head office who would represent company and sell motor Insurance and other products in the market. Training the POS on products and sales to meet business targets. Fix customer appointments and visit potential customers for new business in order to achieve desired monthly Goal. Make the customer understand about the various benefits available in the plan & check whether it meets with the customers' requirements. Self-sourcing of customer leads from own natural market to sell Life Insurance products.Customer Leads when provided are to be called and fix appointments for sales visit and convert the lead to sales. Cross-sell/Up-sell products. Assuring that the business targets are met as per goal sheet given. Fix customer appointments and visit potential customers for new business. Manage and monitor monthly renewal base and achieve the renewal retention MOMCriteria Required: Education Qualification: Graduate any stream / Male. Experience of at least 2 years of General Insurance sales or BFSI sales. Local resident for some time should have natural market in that location. Own/drive 2-Wheeler/4-Wheeler is must in order to meet potential clients/channels regularly and OWN laptop.Thanks & RegardsNeha PrasadSr. Consultant

Purpose of Role: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though retail distribution model and serving existing customers or leads that received from the channel apart from sourcing business. Convert leads and generate business through leads shared by the organization. Visit potential customers for New Business Grow existing accounts and develop new accounts in order to meet sales & profitability goals establish by the Direct Sales Management Ensure that business targets are met month on month He/she should be able to offer customized insurance solution to the customers for all their financial needs. Ensure all Training modules laid by L&D department are attended & certifications obtained. Direct selling to the customers via appointments (office/Home Visits) Ensure the leads/appointments allocated are attended & reverted within TAT. Ensure self-sourcing Targets are achieved ensure business reporting, MIS on sales call, Lead Utilization and conversion are updated & maintained daily. Ensure that MIS/Reporting Formats are maintained/updated on a regular basis Be an insurance solution provider for our customers Educate the Customer about the company/channel Customer Servicing Ensure strict adherence to Human Resource NormsDecision Scope: To provide correct and complete information on products to all customers that will help transparency and smooth sale of the business. This will ensure that the channel will remain competitive and successful.CTC we can offer is between 2.2 5 Lac depending upon relevant experience and suitability (Maximum no of candidates would be hired between 2.2-4 Lac CTC, for highly experienced/performers, we can go up to 5 L)

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.

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.