KOLKATA · FULLTIME
Preferred Relationship Manager - Wealth Segment
Anand Rathi Group
Kolkata · onsite · Posted 12d ago
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Section · 01
About this role
Role & responsibilities
- To acquire Preferred clients (Affluent & Super Affluent)
- To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients
- To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To track the Affluent & Super Affluent Client segment in the market for new client acquisition
Preferred candidate profile
- Should have 5 8 Years of work experience preferably in Private Bank/Wealth Management set-up
- Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability)
Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above
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Section · 02
Skills
Section · Company
About Anand Rathi Group
Anand Rathi Group
Mumbai, Maharashtra
India
₹8.1L PA avg
Avg at Anand Rathi Group
₹8L – ₹15L PA
This role
About
Anand Rathi Group is one of India's fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates .
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2.9
Work-life
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