High Net Worth Relationship Manager
2 weeks ago
```html About the Companyhttps://anandrathi.Com/ About the RoleThe Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.ResponsibilitiesThe Desk Head will be responsible for Individual and Team TargetAUM Building & Revenue GenerationRecruitment and managing a team of HNI Dealers & HNI Relationship Managers.Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.Focus Products: Mutual Funds, PMS, Structured Products. (*No Insurance & Retail Broking) QualificationsGraduate or Post Graduate Required SkillsCandidate should have overall experience of around 7-15 years in the desired role with team management experience of min 3-4 years Preferred SkillsTeam managing/handling in the current experience is a must Pay range and compensation packageCTC range: CompetitiveEqual Opportunity StatementWe are committed to diversity and inclusivity.Recruiter Detailsshabanakhanam @rathi.Com 9123840494```
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Relationship Manager
15 hours ago
Kolkata, West Bengal, India JRK Stock Broking Full timeRole & responsibilitiesCritical Responsibilities:Acquire NTF (New to the Firm) clients and generate revenue for us.Maintain relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), and corporate clients.Offer wealth advisory services to clients.Ensure the growth of AUM (Assets Under Management) or book size in Mutual...
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Affluent Relationship Manager- Household
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Kolkata, West Bengal, India Kotak Mahindra Bank Full timeRole & responsibilitiesDevelops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customersSources new bank customers through external individual efforts and acquisition channelEnsures high levels of customer service orientation and application of bank policyCross sells bank products to existing...
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Relationship Manager
6 days 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...
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Preferred relationship manager
2 weeks ago
Kolkata, India Anand Rathi Share And Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
2 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
3 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
3 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
3 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
1 week ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Hni Sales Manager
3 days ago
Kolkata, Mumbai, India Bwise Solutions Full timeRoles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies.Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications,...
