Senior Relationship Manager

apartmentInCred Premier placeKolkata calendar_month 

Job Description

Company Description

InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. Our organization distributes a range of financial products and services tailored to each individual's unique financial goals and needs. We offer various products like Market Linked Debentures, Mutual Funds, Portfolio Management Services, and more.

Our platform provides real-time insights and tools for informed investment decisions, aiming to secure a brighter financial future for our clients.

Role Description

This is a full-time on-site role for a Senior Relationship Manager at InCred Premier in Kolkata. The Senior Relationship Manager will be responsible for building and maintaining relationships with affluent clients, understanding their financial goals, and recommending personalized financial products and services.

They will collaborate with a team of professionals to ensure the highest standard of customer service and help clients achieve financial freedom.

Qualifications
  • Strong communication and interpersonal skills
  • Experience in relationship management and financial services
  • Knowledge of financial products like Mutual Funds, Bonds, and Insurance
  • Ability to understand and analyze financial data
  • Customer-centric approach and problem-solving skills
  • Bachelor's degree in Finance, Business Administration, or a related field
  • Certifications such as AMFI registration would be beneficial
apartmentKotak Mahindra Bank LimitedplaceKolkata
Job Description Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Job Role: Business Relationship Manager Job Description  •  Manage and service existing portfolio...
apartmentBhandari automobiles Pvt LtdplaceKolkata
with a strong focus on achieving targets.More information about this Relationship Manager JobPlease go through the below FAQs to get all answers related to the given Relationship Manager jobWhat are the job requirements to apply for this Relationship Manager job...
apartmentKotak Mahindra Bank LimitedplaceKolkata
Job Description Relationship Manager - Treasury Treasury Sales is the unit within Treasury that deals with all client transactions on Foreign Exchange (FX) and Interest rates, including advising on Markets, Risk Management and Derivative solutions...