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Relationship Manager

2 months ago

Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full time

The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning


PRIMARY JOB RESPONSIBILITIES

  • It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence
  • He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence
  • Promote Focus Product of the month
  • Maintain records of business on internal software CRM etc.
  • Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products