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143 jobs found for Relationship Manager - Broking Kolkata

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  • with the generated leads to cross sell different financial products including life insurance, general insurance, mutual funds,fixed deposits etc.Training for the same shall be provided by the company.Skills:Sales & acquisition experience, Customer Service/Relationship, Relationship

  • Weclome To Weblee Technologies!!! We are Hiring for Client Relationship Executive/Phone Banking Officers In a urgent basis for our reputated Banking clients in our Payroll. Job Description 1.Handle inquiries and concerns in order to eliminate the need for clients to travel to the bank

  • Weclome To Weblee Technologies!!! We are Hiring for Client Relationship Executive/Phone Banking Officers In a urgent basis for our reputated Banking clients in our Payroll. Job Description 1.Handle inquiries and concerns in order to eliminate the need for clients to travel to the bank

  • with the generated leads to cross sell different financial products including life insurance, general insurance, mutual funds,fixed deposits etc.Training for the same shall be provided by the company.Skills:Sales & acquisition experience, Customer Service/Relationship, Relationship

  • 1) To acquire new client and to build relationship with existing client. 2) Preparation and execution of financial planning according to the Financial Goal of individual. 3) Provide Financial advisory service to clients on investment opportunity through various Financial instruments like -Mutual Basic Understanding on Financial Industry, Indian Economy. Wealth Products. Process of Financial Planning

  • 1) To acquire new client and to build relationship with existing client. 2) Preparation and execution of financial planning according to the Financial Goal of individual. 3) Provide Financial advisory service to clients on investment opportunity through various Financial instruments like -Mutual Basic Understanding on Financial Industry, Indian Economy. Wealth Products. Process of Financial Planning

  • 1) To acquire new client and to build relationship with existing client. 2) Preparation and execution of financial planning according to the Financial Goal of individual. 3) Provide Financial advisory service to clients on investment opportunity through various Financial instruments like -Mutual Basic Understanding on Financial Industry, Indian Economy. Wealth Products. Process of Financial Planning

  • Banks, Mutual Fund, Insurance, Broking, Distribution or Housing Finance companies will be the right fit4. Responsible for achieving productivity targets for numbers & Value 5. Deepening the existing customers relationships through cross selling 6. Maintain monthly & quarterly sales activity plan

  • 15 k/m + Local conveyance + Mobile allowance Own conveyance must !!!! Local Candidates preferred.... Job Description:- 1. Networking & relationship management with travel advisor/agent/agencies. 2. To engage and manage travel advisor/agent/agencies as per company terms & conditions & etc. Male

  • Acquisition of New Client along with the trading in the existing client. Opening of D-Mat Account. Generating leads through cold calling Pitch clients for Demat Account Execution of trade. Advising to the client for doing trading. Maintaining client portfolio and generating leads. Collection of Margins from the Clients 1. Candidate should be having one year of experience in share broking industry. 2. Good ...

  • Acquisition of New Client along with the trading in the existing client. Opening of D-Mat Account. Generating leads through cold calling Pitch clients for Demat Account Execution of trade. Advising to the client for doing trading. Maintaining client portfolio and generating leads. Collection of Margins from the Clients 1. Candidate should be having one year of experience in share broking industry. 2. Good ...

  • and the responsibilities of the Sales Executive job persons are given below. • He should maintain good relationships with the companies customers through regular Phone contact, e-mails or the personal contacts. • The Sales Executive should build a connection between the current market and the future market with his Direct Marketing of Home Loan. Open market through dealer, builder, and broker. Recruit new ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • Of Existing & New Clients. Providing seamless & superior service delivery. Timely follow-up on all the product renewal opportunities uploaded in the system. Promote large ticket MF SIP's per month. Manage AUM & month on month growth of the same Responsibilities: Achievement of Product wise targets ...

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