Preferred Relationship Manager

1 day ago

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

The 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 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 client's 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.

Kindly share applications on adityaanerao@rathi.com or WhatsApp on 9819864010 for further process.

  • Preferred Relationship Manager

    5 days ago

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

    The 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...

  • Preferred/Wealth Relationship Manager

    3 days ago

    Kolkata, West Bengal, India AnandRathi Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    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...

  • Preferred Relationship Developer

    6 days ago

    Kolkata, West Bengal, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    **Job Summary:**We are seeking a skilled Relationship Manager to build and maintain relationships with high net worth individuals.The ideal candidate will be responsible for identifying and acquiring new business opportunities, developing comprehensive financial plans, and providing exceptional client service and support.Key Responsibilities:Establish strong...

  • Preferred RM

    7 days ago

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

    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...

  • Preferred RM

    1 week ago

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

    Job 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....

  • Preferred RM

    5 days ago

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

    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...

  • Preferred RM

    4 hours ago

    Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Job 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....

  • Relationship Manager

    3 days ago

    Kolkata, West Bengal, India Dreams Solution Full time ₹ 6,00,000 - ₹ 20,00,000 per year

    SUMMARY for RM: -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...

  • Relationship Manager

    3 days ago

    Kolkata, West Bengal, India Onex Solutions Pvt Ltd Full time ₹ 20,69,112 per year

    Position Overview : OneX Solutions is a leading advertising and marketing company, committed to delivering exceptional value to our clients. We specialize in digital services, and we're passionate about fostering long-term, trust-based relationships with our customers. We're looking for an experienced and client-focused Relationship Manager to join our...

  • Relationship Manager

    3 days ago

    Kolkata, West Bengal, India Apna HR Full time ₹ 3,60,000 per year

    Position Overview : OneX Solutions is a leading advertising and marketing company, committed to delivering exceptional value to our clients. We specialize in digital services, and we're passionate about fostering long-term, trust-based relationships with our customers. We're looking for an experienced and client-focused Relationship Manager to join our...