KOLKATA · FULLTIME
Preferred Relationship Manager
Anand Rathi Shares and Stock Brokers Ltd
Kolkata · onsite · Posted 9d ago
Sourced from
Not disclosed5–8 yrsfulltimeKolkata
Your match
?
Sign in to see your match score, skill gaps & tailored resume.
Section · 01
About this role
About the role : Preferred Relationship Manager
Location : Kolkata
PRIMARY JOB 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
Qualifications
Any post graduate
Required Skills
- 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
HR SPOC : Shabana Khanam
Email - [HIDDEN TEXT]
Sourced from foundit
Let the agent run this one for you.
Tailored resume, auto-apply, and referral lookup — in under 2 minutes.
Section · 02
Skills
Wealth Management