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Relationship Manager

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Onsite

Relationship Manager

Spectrum Talent Management

Relationship Manager

Skills

CRMCompliance

2 months ago

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Important information


Contract type:

Permanent

Location:

Kolkata, West Bengal, India

Work mode:

Onsite

Published on:

14 August 2026

What they need


Key Responsibilities

  • Acquire and onboard high-net-worth retail clients using prior industry connects and networking.
  • Drive investments in Fixed Deposits, Bonds, and Mutual Funds in the range of 510 lakhs.
  • Build and maintain strong sales pipelines using CRM and structured sales processes.
  • Negotiate and close deals independently with minimal support.
  • Leverage personal relationships to acquire customers.
  • Ensure accurate MIS tracking, compliance adherence, and timely closures.
  • Meet and exceed aggressive monthly and quarterly targets.
  • Work under target pressure with a high ownership and growth mindset.

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