Relationship Manager

🔔 Relationship Manager – Urgent Hiring (MUST READ JOB DESCRIPTION)

📍 Location: 2/1, Russel Street, Park Street Area, Kolkata, West Bengal, India

💼 Company: TDNS Grow-Value LLP

💰 Salary: ₹15,000 – ₹50,000 (Fixed: ₹15,000 – ₹40,000 | Incentive: ₹10,000)

🕒 Job Type: Full-Time

🎯 Experience Required: Minimum 2 Years (Relevant Financial Services)

⚠️ Important Note (Strict):

• ❌ DO NOT APPLY if you do not have a NISM Certificate
• ❌ DO NOT APPLY if you do not have knowledge of investment management, equity, or mutual funds
• ❌ DO NOT APPLY if you lack convincing skills for investment advisory roles

🏢 About the CEO:

Nilesh Shah (CEO – TDNS Grow-Value LLP) has over 28 years of experience in capital markets, managing equity, fixed income, and real estate funds for global and Indian investors. He has held leadership roles at Axis Capital, ICICI Prudential AMC, Franklin Templeton, ICICI Securities, and has received Best Fund House of the Year awards. He is a Gold Medallist Chartered Accountant and merit-ranking Cost Accountant.

🧾 Job Overview:

We are hiring an experienced Relationship Manager for our Kolkata office. The role requires strong client-handling capabilities, deep knowledge of investment products, and the ability to manage and grow client portfolios in equity and mutual fund–based investments.

📌 Key Responsibilities:

• Manage and maintain long-term relationships with existing clients

• Acquire new clients and expand the customer base

• Provide advisory support on Equity, Derivatives, Commodities, Mutual Funds, and PMS

• Understand client investment goals and recommend suitable investment solutions

• Convince clients regarding investment strategies and portfolio management

• Coordinate with internal dealing, research, and operations teams

• Ensure smooth execution of trades and transactions

• Achieve assigned revenue and business targets

• Ensure high client satisfaction, retention, and repeat business

🎓 Eligibility & Requirements:

• Experience: Minimum 2 years as Relationship Manager / Equity Dealer / MF Advisor

• Mandatory Experience: Equity Broking or Mutual Fund Sales

• Certification: NISM Certification is MANDATORY (Equity, Derivatives, Commodities, Mutual Funds – PMS preferred)

• Skills: Strong communication, convincing, and investment advisory skills

• Approach: Client-focused, target-driven, and result-oriented

📜 Assets (Mandatory):

• Valid NISM Certificate

⚠️ Important Note (Strict):

• ❌ DO NOT APPLY if you do not have a NISM Certificate
• ❌ DO NOT APPLY if you do not have knowledge of investment management, equity, or mutual funds
• ❌ DO NOT APPLY if you lack convincing skills for investment advisory roles

📞 How to Apply:

• 👉 Call directly for discussion & interview
• 📞 Contact: Nilesh Shah – 9147049369