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Relationship Manager

Relationship Manager

Anand Rathi Share and Stock Brokers LtdKollam, IN
30+ days ago
Job description

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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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