Job Title Senior Marketing Executive Job Summary We are looking for a Senior Marketing Executive who has good experience in converting potential leads into clients and can provide end-to-end services to our clients as per requirements. The candidate should have excellent communication skills. Having prior experience in the finance sector (investment and wealth management) is an added bonus. Requirements At least 2-4 years of experience in sales and marketing Must have a Graduation degree (preferably MBA, CFA, CFP) Excellent communication skills (English speaking skills are a bonus) Amicable personality with a passion for sales and marketing Should have experience using applications like Word, Excel, Powerpoint, etc Should be comfortable with operating regular computer applications like email software, CRM software, etc. Responsibilities Responsible for converting potential leads into clients Responsible for understanding the financial goal of a particular client and providing various financial services/products as required Need to review a client’s portfolio regularly and follow up with them on any changes and requirements Responsible for maintaining regular interaction with our existing clients and building a strong relationship with them Need to take end-to-end responsibility for all kinds of requirements for a client and ensure their lifelong benefits Location 1. Kolkata 2. Hooghly What We Are Offering We offer salaries according to the market standards. It mostly depends on your experience and skills. Bonus and incentives offerings throughout the year based on your performance We provide Health Insurance for all our employees We heavily invest in the personality and skill development of every employee throughout the year We focus a lot on ensuring an excellent work-life balance for every employee We provide easy loan availability options for the employees (for education, emergency, etc.) We provide laptops, phones, etc. and also provide reimbursements for phone bills, internet bills, etc. as per the job requirements We take pride in being able to offer you an excellent work culture and an amazing team to work with Company Profile ROYS FINANCE (of ROYS WEALTH INDIA PVT LTD) is a leading AMFI-registered Mutual Fund Distributor and a Wealth Management company based in Kolkata serving over 2000+ clients and managing over 300 crores of wealth for over 20 years. It was founded by Asoke Roy, who is a Certified Financial Planner and a renowned figure in the financial space in India, with the aim of taking wealth management and financial awareness to the masses. ROYS FINANCE provides a variety of financial services like Portfolio Management, Retirement Solutions, Goal-Based Solutions, Tax Planning, etc, and works with a wide range of financial products like Equity Mutual Fund, Debt Fund, Insurance, Pension Scheme, and many more.
Job Title Senior Relationship Manager Job Summary We are looking for a Senior Relationship Manager who has good experience in converting potential leads into clients and can provide end-to-end services to our clients as per requirements. The candidate should have excellent communication skills. Having prior experience in the finance sector (investment and wealth management) is an added bonus. Requirements At least 2-4 years of experience in sales and marketing Must have a Graduation degree (preferably MBA, CFA, CFP) Excellent communication skills (English speaking skills are a bonus) Amicable personality with a passion for sales and marketing Should have experience using applications like Word, Excel, Powerpoint, etc Should be comfortable with operating regular computer applications like email software, CRM software, etc. Responsibilities Responsible for converting potential leads into clients Responsible for understanding the financial goal of a particular client and providing various financial services/products as required Need to review a client’s portfolio regularly and follow up with them on any changes and requirements Responsible for maintaining regular interaction with our existing clients and building a strong relationship with them Need to take end-to-end responsibility for all kinds of requirements for a client and ensure their lifelong benefits Location 1. Kolkata 2. Hooghly What We Are Offering We offer salaries according to the market standards. It mostly depends on your experience and skills. Bonus and incentives offerings throughout the year based on your performance We provide Health Insurance for all our employees We heavily invest in the personality and skill development of every employee throughout the year We focus a lot on ensuring an excellent work-life balance for every employee We provide easy loan availability options for the employees (for education, emergency, etc.) We provide laptops, phones, etc. and also provide reimbursements for phone bills, internet bills, etc. as per the job requirements We take pride in being able to offer you an excellent work culture and an amazing team to work with Company Profile ROYS FINANCE (of ROYS WEALTH INDIA PVT LTD) is a leading AMFI-registered Mutual Fund Distributor and a Wealth Management company based in Kolkata serving over 2000+ clients and managing over 300 crores of wealth for over 20 years. ROYS FINANCE provides a variety of financial services like Portfolio Management, Retirement Solutions, Goal-Based Solutions, Tax Planning, etc, and works with a wide range of financial products like Equity Mutual Fund, Debt Fund, Insurance, Pension Scheme, and many more.
Job Title Senior Relationship Manager Job Summary We are looking for a Senior Relationship Manager who has good experience in converting potential leads into clients and can provide end-to-end services to our clients as per requirements. The candidate should have excellent communication skills. Having prior experience in the finance sector (investment and wealth management) is an added bonus. Requirements At least 2-4 years of experience in sales and marketing Must have a Graduation degree (preferably MBA, CFA, CFP) Excellent communication skills (English speaking skills are a bonus) Amicable personality with a passion for sales and marketing Should have experience using applications like Word, Excel, Powerpoint, etc Should be comfortable with operating regular computer applications like email software, CRM software, etc. Responsibilities Responsible for converting potential leads into clients Responsible for understanding the financial goal of a particular client and providing various financial services/products as required Need to review a client’s portfolio regularly and follow up with them on any changes and requirements Responsible for maintaining regular interaction with our existing clients and building a strong relationship with them Need to take end-to-end responsibility for all kinds of requirements for a client and ensure their lifelong benefits Location 1. Kolkata 2. Hooghly What We Are Offering We offer salaries according to the market standards. It mostly depends on your experience and skills. Bonus and incentives offerings throughout the year based on your performance We provide Health Insurance for all our employees We heavily invest in the personality and skill development of every employee throughout the year We focus a lot on ensuring an excellent work-life balance for every employee We provide easy loan availability options for the employees (for education, emergency, etc.) We provide laptops, phones, etc. and also provide reimbursements for phone bills, internet bills, etc. as per the job requirements We take pride in being able to offer you an excellent work culture and an amazing team to work with Company Profile ROYS FINANCE (of ROYS WEALTH INDIA PVT LTD) is a leading AMFI-registered Mutual Fund Distributor and a Wealth Management company based in Kolkata serving over 2000+ clients and managing over 300 crores of wealth for over 20 years. ROYS FINANCE provides a variety of financial services like Portfolio Management, Retirement Solutions, Goal-Based Solutions, Tax Planning, etc, and works with a wide range of financial products like Equity Mutual Fund, Debt Fund, Insurance, Pension Scheme, and many more.
We are looking for a skilled Operations Executive to execute & manage our company processes, review various teams responsibilities and ensure smooth functioning of our business processes. The candidate should be good with communication and proficient with various business facing applications like CRM, Excel, Word, etc. Having prior experience in the finance sector (investment and wealth management) is an added bonus. Requirements 1. 2-4 years of experience in operations / customer support role 2. Should have good communication skills in Bengali & Hindi. Should have excellent proficiency in writing in English. 3. Should have expertise in applications like Word, Excel, Powerpoint, etc 4. Proficiency with Advanced Excel operations is an added bonus 5. Should be good with operating regular computer applications like email software, file management, CRM software, project management software, etc. 6. Should have a collaborative attitude and help the team members whenever required Responsibilities 1. Responsible for executing various company processes like financial transactions, client portfolio related operations, managing client data, etc. 2. End-to-end ownership of insurance processes like insurance registrations, renewals, claim processing, etc 3. Need to prepare various business and operational reports to ensure smooth function of the company 4. Responsible for providing prompt services as per the requirements of the clients 5. Need to organize and manage records of a large number of clients and transactions data in our company database Location Kolkata What We Are Offering 1. We offer salaries according to the market standards. It mostly depends on your experience and skills 2. Bonus and incentives offerings throughout the year based on your performance 3. We provide Health Insurance, Term Insurance, Personal Accidental Insurance for all our employees 4. We heavily invest in the personality and skill development of every employee throughout the year 5. We focus a lot on ensuring an excellent work-life balance for every employee 6. We provide easy loan availability options for the employees (for education, emergency, etc.) 7. We provide laptops, phones, etc. and also provide reimbursements for phone bills, internet bills, etc. as per the job requirements 8. We take pride in being able to offer you an excellent work culture and an amazing team to work with
Job Title Senior Relationship Manager Job Summary We are looking for a Senior Relationship Manager who has good experience in converting potential leads into clients and can provide end-to-end services to our clients as per requirements. The candidate should have excellent communication skills. Having prior experience in the finance sector (investment and wealth management) is an added bonus. Requirements At least 2-4 years of experience in sales and marketing Must have a Graduation degree (preferably MBA, CFA, CFP) Excellent communication skills (English speaking skills are a bonus) Amicable personality with a passion for sales and marketing Should have experience using applications like Word, Excel, Powerpoint, etc Should be comfortable with operating regular computer applications like email software, CRM software, etc. Responsibilities Responsible for converting potential leads into clients Responsible for understanding the financial goal of a particular client and providing various financial services/products as required Need to review a client’s portfolio regularly and follow up with them on any changes and requirements Responsible for maintaining regular interaction with our existing clients and building a strong relationship with them Need to take end-to-end responsibility for all kinds of requirements for a client and ensure their lifelong benefits Location 1. Kolkata 2. Hooghly What We Are Offering We offer salaries according to the market standards. It mostly depends on your experience and skills. Bonus and incentives offerings throughout the year based on your performance We provide Health Insurance for all our employees We heavily invest in the personality and skill development of every employee throughout the year We focus a lot on ensuring an excellent work-life balance for every employee We provide easy loan availability options for the employees (for education, emergency, etc.) We provide laptops, phones, etc. and also provide reimbursements for phone bills, internet bills, etc. as per the job requirements We take pride in being able to offer you an excellent work culture and an amazing team to work with Company Profile ROYS FINANCE (of ROYS WEALTH INDIA PVT LTD) is a leading AMFI-registered Mutual Fund Distributor and a Wealth Management company based in Kolkata serving over 2000+ clients and managing over 300 crores of wealth for over 20 years. ROYS FINANCE provides a variety of financial services like Portfolio Management, Retirement Solutions, Goal-Based Solutions, Tax Planning, etc, and works with a wide range of financial products like Equity Mutual Fund, Debt Fund, Insurance, Pension Scheme, and many more.