Preferred rm
3 days ago
Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred 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 designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. 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 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) 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. Please share profiles on or Whats App on for further discussion. Regards Pushpa Jaiswar Human Resource Anandrathi Group
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Preferred RM/Imperia RM
2 weeks ago
Kolkata, West Bengal, India Pace Hr Consulting Full time ₹ 1,04,000 - ₹ 1,30,878 per yearRole & responsibilitiesLiaising with PB/ Preferred RM to flag eligiblecustomers form Classic/ Preferred portfolio.Acquire new customers who meet product criteria.Regular interaction with the customer to buildrapport to understand and update the profile.Enhance the Overall value/book size of theportfolio.Maintain the overall quality / hygiene parametersof the...
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Preferred RM
1 week ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred 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....
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Preferred RM
4 days ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred 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....
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Preferred RM
1 day ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred 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....
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Preferred RM
3 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred 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...
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Preferred RM
1 day ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred 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....
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Preferred RM
3 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred 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....
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Preferred RM
3 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred 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...
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Preferred RM
2 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 5,00,000 - ₹ 10,00,000 per yearJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred 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....
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Preferred RM
1 week ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred 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....
