Relationship Manager

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About the Company

https : / / anandrathi.com /

About the Role

Preferred Relationship Manager

Manager / Senior Manager

CTC range : Competitive

Location : Kolkata

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

Graduate or 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

Preferred Skills

Experience in managing affluent client relationships

Pay range and compensation package

CTC range : Competitive

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.

Other Details / Mandatory Certification

Reporting to : RM Head

Team Handling / Playing Captain : No

HR SPOC : shabanakhanam@rathi.com

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