Anand Rathi Share and Stock Brokers Ltd
Website:
anandrathi.com
Job details:
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 - shabanakhanam@rathi.com
Click on Apply to know more.
