Relationship Manager

ROYS WEALTH INDIA PVT LTD; Kolkata District; On-site; INR 350,000 - 650,000; Full time

Benefits offered by this job

Health Insurance

Performance bonus

Laptop Provided

Phone reimbursement

Flexible work hours

Career development

Job summary

ROYS WEALTH INDIA PVT LTD in Kolkata is seeking a Relationship Manager to convert potential leads into clients and provide end-to-end financial services as per client requirements.

The ideal candidate will have excellent communication skills, 1–2 years in sales/marketing, and familiarity with CRM and MS Office. Finance-sector experience is a bonus and growth opportunities are available.

Qualifications

• 1–2 years of experience in sales and marketing.
• Graduation degree (MBA, CFA or CFP preferred).
• Excellent communication skills; English speaking is a bonus.
• Proficient with MS Office and basic computer applications.

Responsibilities

• Convert potential leads into clients.
• Understand clients' financial goals and offer suitable products.
• Review client portfolios and follow up on changes.
• Maintain regular contact and build strong client relationships.
• Take end-to-end responsibility for client requirements.

Skills

Excellent communication

Amicable personality

Sales experience

Education

Graduation degree

MBA preferred

CFA/CFP preferred

Tools

Word

Excel

PowerPoint

CRM software

Email apps

Job description

Job description

Job Title

Relationship Manager

Job Summary

We are looking for a Relationship Manager who has good experience in converting potential leads into clients and can provide end-to-end services to our clients as per requirements.

The candidate should have excellent communication skills. Having prior experience in the finance sector (investment and wealth management) is an added bonus.

Requirements

• At least 1-2 years of experience in sales and marketing.
• Must have a Graduation degree (preferably MBA, CFA, CFP).
• Excellent communication skills (English speaking skills are a bonus).
• Amicable personality with a passion for sales and marketing.
• Should have experience using applications like Word, Excel, Powerpoint, etc.
• Should be comfortable with operating regular computer applications like email software, CRM software, etc.

Responsibilities

• Responsible for converting potential leads into clients.
• Responsible for understanding the financial goal of a particular client and providing various financial services/products as required.
• Need to review a clients portfolio regularly and follow up with them on any changes and requirements.
• Responsible for maintaining regular interaction with our existing clients and building a strong relationship with them.
• Need to take end-to-end responsibility for all kinds of requirements for a client and ensure their lifelong benefits.

Location

Kolkata

What We Are Offering

• We offer salaries according to the market standards. It mostly depends on your experience and skills.
• Bonus and incentives offerings throughout the year based on your performance.
• We provide Health Insurance for all our employees.
• We heavily invest in the personality and skill development of every employee throughout the year.
• We focus a lot on ensuring an excellent work-life balance for every employee.
• We provide easy loan availability options for the employees (for education, emergency, etc.).
• We provide laptops, phones, etc. and also provide reimbursements for phone bills, internet bills, etc. as per the job requirements.
• We take pride in being able to offer you an excellent work culture and an amazing team to work with.