Anand Rathi
3 weeks ago
Designation:
Manager/Senior Manager/AVP/VP.
SUMMARY:
- The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
PRE-
REQUISITES:
- Relationship Managers with prior experience working in a Private bank/wealth management set up.
- Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
- Experience of advising clients across asset classes.
- Strong analytical skills and ability to work in teams.
- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 23 yrs of stability)
RESPONSIBILITIES:
- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
- Maintaining client relationships and generate AUM from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
-
▷ 15h Left: Relationship Manager
3 days ago
Kolkata, India Anand Rathi Stocks and Brokers LTD Full time- Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.- He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.- Promote Focus Product of the month.- Candidate should be able to acquire HNI Clients and able...
-
Relationship Manager
7 days ago
Kolkata, India Anand Rathi Stocks and Brokers LTD Full timeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. Promote Focus Product of the month. Candidate should be able to acquire HNI Clients and able to...
-
Relationship Manager
6 days ago
Kolkata, India Anand Rathi Stocks and Brokers LTD Full timeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product of the month.Candidate should be able to acquire HNI Clients and able to sell...
-
Relationship Manager
7 days ago
Kolkata, India Anand Rathi Stocks and Brokers LTD Full timeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product of the month.Candidate should be able to acquire HNI Clients and able to sell...
-
HNI Senior Relationship Manager
7 days ago
kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJD for HNI RM :Designation : Relationship Manager(HNI) Salary : CompetitiveReporting to: HNI Desk Head Location – KolkataKey Responsibilities:Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and relationship...
-
HNI Senior Relationship Manager
7 days ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJD for HNI RM : Designation : Relationship Manager(HNI) Salary : Competitive Reporting to: HNI Desk Head Location – Kolkata Key Responsibilities: Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and...
-
HNI Senior Relationship Manager
6 days ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJD for HNI RM :Designation : Relationship Manager(HNI) Salary : CompetitiveReporting to: HNI Desk Head Location – KolkataKey Responsibilities:Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and relationship...
-
HNI Senior Relationship Manager
7 days ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJD for HNI RM :Designation : Relationship Manager(HNI) Salary : CompetitiveReporting to: HNI Desk Head Location – KolkataKey Responsibilities:Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and relationship...