Relationship Manager
Master Trust Limited
Relationship Manager
Master Trust Limited
Lal Bazar, Kolkata/Calcutta
₹25,000 - ₹59,000 monthly*
Fixed
₹25000 - ₹45000
Average Incentives*
₹14,000
Earning Potential
₹59,000
You can earn more incentive if you perform well
Work from Office
Full Time
Any experience
Basic English
Job Details
Interview Details
Job highlights
Urgently hiring
39 applicants
Benefits include: Annual Bonus, PF, Travel Allowance (TA), Mobile Allowance, Health Insurance, ESI (ESIC), 5 working days
Job Description
Responsible for providing personalized investment and financial planning services to high-net-worth clients. The role involves portfolio management, asset allocation, market analysis, and advising clients on wealth growth, preservation, and succession strategies. Focus on relationship management, product advisory (mutual funds, equities, bonds, insurance), and ensuring compliance with financial regulations.
Key Skills: Investment advisory, financial planning, client relationship management, market research, portfolio analysis, sales & cross-selling.
Job role
Work location
Govind Bhawan, Brabourne Road, Radha Bazar, Lal Bazar, Kolkata, West Bengal, India
Department
Banking / Insurance / Financial Services
Role / Category
Investment Banking, Private Equity & VC
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Skills
Life insurance, Mutual funds, Retirement Plans, Fixed Deposits, ULIP
English level
Basic English
Age limit
18 - 33 years
Gender
Any gender
About company
Name
Master Trust Limited
Address
Govind Bhawan, Brabourne Road, Radha Bazar, Lal Bazar, Kolkata, West Bengal, India
Job posted by Master Trust Limited
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