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AnandRathi
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Preferred/Wealth Relationship Manager

Preferred/Wealth Relationship Manager

AnandRathi

5 - 10 years

12 - 22 Lacs

kolkata

Posted:9 hours ago| Platform:

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Skills Required

investment advisory wealth management portfolio management private banking hnw acquisition hni acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

JOB DESCRIPTION Role/ProfilesPreferred Relationship ManagerJob Title/ Designation Manager/Senior Manager Company Profile https://anandrathi.com/ CTC range Competitive 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 EXPERIENCE REQUIRED (Minimum 5 years) 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 Qualification Required Graduate or Post Graduate Other Details/ Mandatory Certification Reporting to Unit Head Team Handling/ Playing Captain No HR SPOC shabanakhanam@rathi.com 9123840494

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AnandRathi

Financial Services

Mumbai

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Preferred/Wealth Relationship Manager