Client Portfolio Manager
Anand Rathi Share and Stock Brokers LtdKolkata, Republic Of India, IN2 days ago
Job descriptionGraduate or Post Graduate 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 Experience in managing affluent client relationships Reporting to : RM Head Team Handling / Playing Captain : No HR SPOC : shabanakhanam@rathi.com
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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
Required Skills
Preferred Skills
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
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Portfolio Manager • Kolkata, Republic Of India, IN
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