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Preferred Relationship Manager - Wealth - Kolkata

10 - 20 yrs
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8,00,000 - 15,00,000 PA. Openings: 1 Posted 30+ days ago Job Applicants: 97 Job Views: 475

Job Description

 
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    Hi,

    We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Kolkata location.

    Designation: - Manager / Sr. Manager / AVP

    Job Description for Preferred Relationship Manager -Wealth

    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. (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 the relevant experience of Financial Planning. Selling of products: Mutual Funds (MF), 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 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.

    Interested candidates please share your resume on ganeshsarkhot@rathi.com

    Regards,
    Ganesh Sarkhot
    HR - Anand Rathi
    M - 969906115

    Perks and Benefits 

    Incentives

Salary: INR 8,00,000 - 15,00,000 PA.

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type: Full Time, Permanent

Keyskills

wealth client relationship management preferred relationship manager imperia client relationship manager pms aum imperia relationship manager preferred banking portfolio management mutual funds imperia client wealth manager structured products
Company Profile:

Anand Rathi Share and Stock Brokers Limited

Anand Rathi Group is one of India’s fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates .
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