We are looking for a Relationship Manager who has valuable 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 2-4 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 client’s 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
1. Kolkata
2. Hooghly
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
Company Profile
ROYS FINANCE (of ROYS WEALTH INDIA PVT LTD) is a leading AMFI-registered Mutual Fund Distributor and a Wealth Management company based in Kolkata serving over 2000+ clients and managing over 300 crores of wealth for over 20 years.
ROYS FINANCE provides a variety of financial services like Portfolio Management, Retirement Solutions, Goal-Based Solutions, Tax Planning, etc, and works with a wide range of financial products like Equity Mutual Fund, Debt Fund, Insurance, Pension Scheme, and many more.
📌 Relationship Manager (Kolkata)
🏢 ROYS WEALTH INDIA
📍 Kolkata
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