18 Sep
|
Nirmal Bang
|
Kolkata
18 Sep
Nirmal Bang
Kolkata
Company Description
Nirmal Bang is one of India’s leading stock broking companies, serving both retail and institutional clients with a wide range of financial products and services, including equities, derivatives, commodities, currency derivatives, IPOs, NPS, depository services, and portfolio management services (PMS). Co-founded and led by Dilip Bang and Kishore Bang, the firm is built on deep industry expertise and a strong culture of client commitment. The team brings together diverse professional backgrounds and experience, focusing on rigorous research and insight into local and global market developments.
Nirmal
Bang is a registered member of major Indian exchanges and depositories, and aims to help investors maximize returns through disciplined analysis and discovery of intrinsic value and growth opportunities.
Role Description
This is a full time, on-site Relationship Manager role based in Kolkata.
The Relationship
Manager will be responsible for managing and growing a portfolio of retail and/or institutional clients, understanding their financial goals, and recommending suitable products and services across equities, derivatives, commodities, currency, and other offerings. Day-to-day responsibilities include client onboarding, regular portfolio reviews, proactive communication on market developments, and coordination with research and operations teams to deliver timely and accurate information. The role involves generating new business through leads, referrals,
and market outreach, while ensuring high levels of client satisfaction and adherence to regulatory and internal compliance standards.
The Relationship
Manager will also support clients with account-related queries, documentation, and digital platform usage to provide a seamless investing experience.
Qualifications
- Robust client relationship management, communication, and interpersonal skills, with the ability to build trust and long-term partnerships.
- Sound understanding of capital markets and financial products such as equities, derivatives, commodities, currency derivatives, IPOs, NPS, and PMS.
- Sales and business development skills, including prospecting, negotiation, and closing, with a focus on ethical and compliant practices.
- Analytical and research-oriented mindset to interpret market reports, economic trends, and company data for client advisory.
- Proficiency in using trading platforms, CRM tools, and office productivity software for day-to-day client and portfolio management.
- Bachelor’s degree in Finance, Commerce, Economics, Business Administration, or a related field; relevant certifications (e.g., NISM, NCFM) are an advantage.
- Prior experience in broking, wealth management, or financial services relationship management is preferred.
- Ability to work in a quick-paced environment in Kolkata, meet targets, and collaborate effectively with cross-functional teams.
📌 Relationship Manager (Kolkata)
🏢 Nirmal Bang
📍 Kolkata