POSITIVE CAREER jobs - Customer Relationship Manager

Job Summary

• Relationship Manager, who will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
  
• Candidates having experience with either life insurance, general insurance or mutual funds will be proffered.
  

Responsibilities and Duties

Roles and Responsibilities:
Based on your experience and company's profile you will be responsible for some/all of the following: -

• Procuring the potential clients through networking, database, market analysis and references.
• Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
• Managing and improving relationship values through clienteling.
• Liaison with operations team to resolve queries and revenue generation.
• Comply with organizational guidelines and norms.
• Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
• Achieving financial goals and maintaining organization brand value.

Why should you be a part of us:

• Best leaders form our umbrella brand.
• The company has a huge badge in the industry for over 53 years
• Best salaries offered with lucrative incentives & benefits.
• Consistent ascend of opportunities and career growth.

Required Experience, Skills and Qualifications

• Graduation is mandatory.
  
• Job Type: Full-time
  
• Salary: ₹200,000.00 to ₹600,000.00 /year
  

Experience:

• Life insurance, general insurance or mutual fund: 1 year (Required)
• Insurance/ Banking: 1 year (Required)

Education:

• Bachelor's (Required)

Location:

• Kolkata, West Bengal (Required)