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Cholamandalam Securities Limited
Kolkata, West Bengal, India
Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets. Responsi
Job Source: Cholamandalam Securities LimitedCholamandalam Securities Limited
kolkata
Job Description: Designation: Relationship Manager Vertical: Private Client Group Location: Chennai / Bangalore / Hyderabad / Delhi NCR / Kolkata / Pune As a Sales Manager for the PCG Business you will be responsible for acquiring new clients and building relationships. Become a one stop shop for all the client's investment needs. RESPONSIBIL
Job Source: Cholamandalam Securities LimitedCholamandalam Securities Limited
Kolkata, West Bengal, India
Job Description: Designation: Relationship Manager Vertical: Private Client Group Location: Chennai / Bangalore / Hyderabad / Delhi NCR / Kolkata / Pune As a Sales Manager for the PCG Business you will be responsible for acquiring new clients and building relationships. Become a one stop shop for all the client's investment needs. RESPONSIBIL
Job Source: Cholamandalam Securities LimitedCholamandalam Securities Limited
Kolkata
Job Description: Designation: Relationship Manager Vertical: Private Client Group Location: Chennai / Bangalore / Hyderabad / Delhi NCR / Kolkata / Pune As a Sales Manager for the PCG Business you will be responsible for acquiring new clients and building relationships. Become a one stop shop for all the client's investment needs. RESPONSIBILI
Job Source: Cholamandalam Securities LimitedCholamandalam Securities Limited
Kolkata
Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets. Responsib
Job Source: Cholamandalam Securities LimitedYES BANK
Kolkata, West Bengal, India
Core Responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important c
Job Source: YES BANKYES BANK
kolkata
Core Responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important c
Job Source: YES BANKAnand Rathi Stocks and Brokers LTD
Kolkata, 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 Product of the month. Candidate should be able to acquire HNI Clients and
Job Source: Anand Rathi Stocks and Brokers LTDkolkata
Designation: Client Relationship Manager-PCG Advisory
Vertical: Private Client Group
Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad
As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.
Responsibilities:
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
Creation of revenue & Activation of clients through effective Advisory.
Cross selling of other products like Mutual fund, PMS, Insurance.
Handling Queries & complains of client's & solving it within TAT.
Acquiring new clients & retaining the old clients by periodic meetings.
Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
Qualification & Experience:
MBA/ PGDM/ Post Graduate degree in Finance or a related field.
NISM/NCFM certificate or equivalent certification relevant to stock markets.
Minimum 1 year of experience in a stock broking company or a similar financial institution.
Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry Regulations.
Proficiency in MS Excel and other relevant software.
Strong Analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Ability to work well under pressure and in a fast-paced environment.
If your profile matches the above requirement, please share your updated CV to [email protected]
Client Relationship Manager jobs in kolkata
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