Array ( [0] => relationship-manager-wealth [1] => kolkata ) Relationship Manager Wealth Jobs in Kolkata,Relationship Manager Wealth Job Vacancies in Kolkata West Bengal
11

Relationship Manager Wealth Job Vacancies in Kolkata

filter
  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type

Relationship Manager

Choice Equity Broking

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Kolkata
Wealth Advisor Customer Relationship Customer Service
As a relationship Manager..primary job is to client acquisition..Aum generation..should have a knowledge regarding stock market
View all details
Apply

Relationship Manager Wealth

Waytogo Consultant

  • 2 - 6 yrs
  • Kolkata
Relationship Manager Wealth Management HNI Client Handling Investment Affluent Burgundy Pioneer
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients.5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.8. Work in close coordination with Client Experience Managers to deliver superior service to clients.9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation.11. Ensuring 360 client engagement Total Client Ownership.
View all details
Apply

Urgent Requirement For Relationship Manager Wealth Management

Seven Sages Consultancy and HR Services

  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Kolkata
Mutual Funds Sales
Job Title: Relationship Manager Location:Dalhousie,KolkataIndustry: Mutual Fund Distribution and wealth managementSalary: 15k 20k Monthly (Negotiable)Experience: 06 Months 1 Year Experience Responsibilities:1.Follow up with existing clients and creating new clients 2.Meeting prospects 3.Meeting with corporate clients4.Arrange investor education session5.Development and presentation of the financial analysis to the clientQualification: 1.Excellent written and verbal communication skills2.12th pass or Minimum Bachelor's Degree in any discipline.3.Hands-on experience with MS Office, specially Microsoft Excel.Interested candidates may share their updated resume throughEmail id: soumadeep@sevensagesconsultancy.com / info@sevensagesconsultancy.com or WhatsApp: 9007526401/9123856117
View all details
Apply

Opening For Wealth Relationship Manager

Job Station

Portfolio Management Client Acquisition HNI Acquisition Sales Wealth Relationship
If interested and strictly meet below criteria then please send your updated CV on whatsapp- Catering to the investment needs of clients by providing them research based advice inEquity, 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.Required Profile- Should have at least 3 Years of experience handling Wealth Product Sales.- Any Graduate / Post Graduate with relevant Experience.- Good relationship management and service focus skills.- Good communication and presentation skills.- Investment Product knowledge is mandatory.*Perks & Benefits:*- Bi-annual appraisal program.- Growth in fixed CTC twice in a year with attractive quarterly incentives.
View all details
Apply

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!

Relationship Manager Wealth Management

AUM Capital Market

Marketing HNI Sales Wealth Management
AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business.AUM is the largest distributor of Mutual Fund products in Eastern India, with pan-India presence in more than 10 locations. Managing assets of more than Rs. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.The primary responsibility -1. Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.2. Asset allocation, financial planning and risk management according to client risk profile.3. Acquiring New client and business development.4. Maintaining relationship with existing client.5. Client servicing.Requirements -1. The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and providing best financial solution.2. Excellent communication skills and negotiation ability will be key.3. Must be comfortable with ambiguity and the demands that naturally arise from rapid growth.
View all details
Apply

Key Relationship Manager

Bajaj Allianz Life Insurance Co. Ltd

  • 2 - 8 yrs
  • 7.0 Lac/Yr
  • Kolkata
Direct Marketing Branch Sales Manager Relationship Manager Wealth Management Direct Sales Executive Key Relationship Manager
3-10 years; Job Description To focus on business from owning customers, helping them in their purchase decision of cars and in the process generate revenue from Life Insurance sales c from Individual customers.Educational Qualifications Any graduation, Job Responsibilities Be responsible for business by helping customers, generate revenue from Life Insurance sales from Individual customers. Exchange Possess cross functional experience in managing existing customers and as well as new customers. Be accountable for Sales performance and productivity. In the territory assigned Assess customer needs and sell customized solutions across multiple life insurance products. Achieve sales targets Guide sales team and introduce clients to them Maintain knowledge on all products and services and assist to resolve customer queries Develop new relationships with customers to increase revenue and accounts Skills Required Sales, Candidate Attributes BehavioralExcellent interpersonal and should have good verbal and written communications skills and who can take initiatives Strong analytical skills and ability to relate results to campaign objectives. Experience in cross team coordination with proven results & high ownership skills.Should be a self-starter and able to operate independently with minimal supervision. Demonstrated excellent analytical ability. Excellent interpersonal skills. Ability to influence others without formal authority.. Ability to work in a fast paced and demanding environment of a high growth start up.
View all details
Apply

Branch Relationship Manager

GIPS Consultancy Services

Corporate Banking Marketing Portfolio Manager Current Account Saving Account CASA Wealth Manager Branch Banking Life Insurance General Insurance Mutual Funds Retail Banking
Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.
View all details
Apply

Relationship Manager

LKP SECURITIES LTD.

Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory Work From Home
Acquiring of minimum 3 good retail/uhni/hni clients with their Funds/Portfolio(Min total Fund 3 lacs p.m). They will chase big clients to move their portfolio on LKPs platform. RM should be able to advice the correct product. Good knowledge on financial products Broking (Commodity ,Currency, Equity), MF , Insurance . They should have ability to book 4-5 quality accounts every month with margins of min (3-4) lacs from open market and justify 2 x CTC monthly. CTC plus attractive incentive (5-10)% is there in the package on achieving targets.
View all details
Apply

Wealth Manager

Bajaj Capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Management Mutual Funds HNI Sales
Refer job description.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numer
View all details
Apply

Relationship Manager

Bajaj Capital

Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management Relationship Manager Customer Relationship
Role: Wealth Manager / Sr Wealth ManagerJob Description:Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leadsKnowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clients
View all details
Apply

Relationship Manager

Shares Bazar

Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory
Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS
View all details
Apply

Relationship Manager

Bajaj Capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management
Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients. Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients. Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.
View all details
Apply

Apply to 11 Relationship Manager Wealth Job Vacancies in Kolkata

  • Kolkata Jobs
  • Hyderabad Jobs
  • Bangalore Jobs
  • Mumbai Jobs
  • Pune Jobs
  • Chennai Jobs
  • Delhi Jobs