Customer Relationship Manager Fresher Job

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Actively hiring
Customer Relationship Manager

Kolkata

Start date
Starts Immediately
CTC (ANNUAL)
₹ 2,00,000 ₹ 2,00,000 /year
Experience
0-1 years
0-1 years experience
Apply By
9 Oct' 24
Posted 3 weeks ago
Fresher Job
34 applicants

About the job

The 'Relationship/Wealth Manager' will be responsible for nurturing high net-worth (HNI) client relationships through continuous client engagements and risk profiling. The RM will be in charge of locating possible clients and offering them solutions that are specifically tailored to meet their needs. The role involves managing and acquiring clients, with an emphasis on growing the assets under management. Working in cross-functional teams in a dynamic, fast-paced environment to design, coordinate with various stakeholders, and deliver customized investment solutions that meet customer objectives is one of one's key competencies. The center of all client engagements will be to ensure superior customer experience.

Key Responsibilities:


1. Provide financial solutions to the Burgundy customers while maintaining high service standards.
2. Maintain a complete customer profile including the risk profile, demographics, and assets in his portfolio.
3. Responsible for selling high-end Equity Investment products like PMS, AIF, private equity, and unlisted mutual funds.
4. Enrich relationships and garner higher wallet share through customer engagement activities.
5. Deepen the existing relationships by cross-selling the varieties of investment products and all types of insurance (general insurance, life insurance & health insurance).
6. Identify potential customers who can be sold tailored products to enhance product penetration.
7. Acquire new customers by converting referral leads.
8. Achieve targets as assigned by the organization every month.
9. Record and track all engagement activities through the CRM system.
10. Comply with KYC/SEBI rules, regulations, and legislation governing the organization.

Skill(s) required

Client Relationship Effective Communication English Proficiency (Spoken) English Proficiency (Written) Financial literacy Negotiation & Problem-solving Sales
Earn certifications in these skills

Other requirements

1. Graduation/post-graduation from a recognized institute.

2. NCFM/NISM certifications.

3. 2 years managing high net worth clients.

4. Knowledge of banking products and services.

5. Ability to manage complex client situations.

6. Good communication (both verbal and written) skills in English, Hindi, and the local language.

7. Ability to handle pressure and meet deadlines.

8. Good networking and relationship-building skills.

Salary

Annual CTC: ₹ 2,00,000 /year

Perks

5 days a week

Number of openings

10

About Bezt Labs

BEZT (Bezt Labs Private Limited) is currently a stealth startup and home to a disruptive game changer in the making.
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Hiring since December 2023
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