Relationship Manager
4 weeks ago
```html About the Companyhttps://anandrathi.com/ About the RolePreferred Relationship ManagerManager/Senior ManagerCTC range: CompetitiveLocation: KolkataResponsibilitiesTo acquire Preferred clients (Affluent & Super Affluent)To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clientsTo advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo track the Affluent & Super Affluent Client segment in the market for new client acquisition QualificationsGraduate or Post Graduate Required SkillsShould have 5 – 8 Years of work experience preferably in Private Bank/Wealth Management set-upShould 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 SkillsExperience in managing affluent client relationships Pay range and compensation packageCTC range: CompetitiveEqual Opportunity StatementWe are committed to diversity and inclusivity in our hiring practices.Other Details/ Mandatory CertificationReporting to: RM HeadTeam Handling/ Playing Captain: NoHR SPOC: shabanakhanam@rathi.com ```
-
Relationship Manager
2 days ago
Kolkata, West Bengal, India Motilal Oswal Financial Services Ltd Full timeRole DescriptionThis is a full-time, on-site Relationship Manager role based in West Bengal, India min 1year exp in financial market. The Relationship Manager will be responsible for managing client relationships, onboarding new clients, and providing tailored financial product and service recommendations. The role includes portfolio reviews, responding to...
-
Relationship Manager
1 week ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeCompany DescriptionAnand Rathi is a prominent full-service investment bank that has been offering a wide range of financial and wealth management services since 1994. With over 30 years of industry experience, the company has a strong presence across 350 locations in India and offices in Dubai, Hong Kong, and New York. Serving over 6.5 lakh registered...
-
Relationship Manager
1 week ago
Kolkata, India Recruitment Mantra HR Consultancy & Recruitment Agency Full timeRecruitment Mantra Hiring Relationship Executive / Manager for SAFFOLLYA O SAMRIDDHI LLPWe are looking for a dynamic and customer-focused Relationship Executive / Manager to join SAFFOLLYA O SAMRIDDHI LLP. The ideal candidate will be responsible for promoting mutual funds and other financial products, managing client relationships, and driving business...
-
Relationship Manager
1 week ago
Kolkata, India People Konnect Full timeWe are looking for a highly driven and customer-centric Affluent Wealth Relationship Manager to manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
-
Relationship Manager
4 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full time```html About the Company 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...
-
Relationship Manager
4 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full time```html About the Company 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...
-
Relationship Manager
4 hours ago
Kolkata, West Bengal, India PEOPLE POWER Full timeJob DescriptionThe Relationship Manager will be responsible for bringing their existing HNI clients and building a strong client book.Maintaining client relationships and generate AUMAdvising clients on their Investments and managing their overall financial portfolio.Track the HNI Client segment in the market for new client acquisitionOrganizing seminars,...
-
Relationship Manager
2 weeks ago
Kolkata, India SEPLE Full timeJob Title: Relationship Manager Location: Kolkata (Must be comfortable travelling across West Bengal) Experience: 0–3 years (Freshers can apply/As per requirement) Employment Type: Full-Time Job Summary We are hiring a Smart and Proactive Relationship Manager who will be based in Kolkata and travel across the West Bengal to maintain strong relationships...
-
Relationship Manager
4 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full time```html 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...
-
Relationship Manager
4 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full time```html About the Company 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...