Preferred/Wealth Relationship Manager

5 days ago

Kolkata, India AnandRathi Full time

JOB DESCRIPTION
Role/ProfilesPreferred Relationship ManagerJob Title/ DesignationManager/Senior ManagerCompany CTC rangeCompetitiveLocationKolkata PRIMARY JOB 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 clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To track the Affluent & Super Affluent Client segment in the market for new client acquisitionEXPERIENCE REQUIRED (Minimum 5 years)
Should have 5 - 8 Years of work experience preferably in Private Bank/Wealth Management set-up
Should 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 aboveQualification RequiredGraduate or Post GraduateOther Details/ Mandatory Certification Reporting toUnit HeadTeam Handling/ Playing CaptainNoHR

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