Strategic Relationship Director

4 days ago


Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full time
Job Title: Strategic Relationship Director

We are seeking a seasoned Strategic Relationship Director to serve as the primary point of contact with high net worth clients. This role involves building long-term relationships, delivering exceptional service standards, and creating personalized financial plans tailored to each client's needs.

About Anand Rathi Share and Stock Brokers Ltd

Anand Rathi Share and Stock Brokers Ltd is a leading provider of wealth management services, dedicated to helping affluent individuals achieve their financial goals. Our team of experts works closely with clients to understand their unique requirements and provides bespoke solutions to meet their investment objectives.

Key Responsibilities:
  • Acquire new high net worth clients and maintain existing relationships through proactive engagement and excellent customer service.
  • Provide expert investment advice to clients across various asset classes, including equities, fixed income, and alternative investments.
  • Design and implement customized financial plans to help clients achieve their financial goals, such as wealth accumulation, retirement planning, or estate planning.
  • Stay updated on market trends and invest in continuous professional development to deliver the highest level of expertise to clients.
Requirements:
  • A minimum of 3-4 years of experience in wealth management or a related field, preferably in a Private Bank/Wealth Management setup as a Relationship Manager.
  • Proven track record of acquiring new high net worth clients and growing revenue through relationship-building and cross-selling.
  • Demonstrated ability to work effectively with clients across various asset classes and provide tailored investment solutions.
  • Strong analytical skills and excellent communication and interpersonal skills to build trust and rapport with clients.

Estimated Salary: $120,000 - $180,000 per annum



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