Anand Rathi Share and Stock Brokers Ltd

The Corporate Institute; Kolkata District; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

Anand Rathi Shares & Stock Brokers Ltd. in Kolkata invites a Senior Manager / AVP / Deputy Vice President – Preferred Relationship Manager to lead HNI portfolio growth on-site.

You will deliver bespoke wealth management strategies across funds, equities, and structured products while strengthening client relationships. The role requires 8–16 years in wealth management or premium banking, with a postgraduate degree in Management/Finance or relevant certifications.

Qualifications

• 8–16 years of experience in wealth management, private banking, or premium banking.
• Postgraduate degree in Management or Finance preferred (or relevant wealth management certifications).
• Strong expertise in portfolio management, asset allocation, mutual funds and equities.
• Proven ability to acquire HNI clients and build lasting relationships.

Responsibilities

• Deliver proactive, customized wealth management advice across asset classes.
• Identify and acquire new HNI clients in Kolkata to expand market share.
• Meet revenue targets through cross-selling and up-selling wealth products.
• Monitor market trends to provide timely portfolio recommendations.
• Collaborate with internal research, product specialists, and support teams.

Skills

Portfolio management

Asset allocation

Mutual funds

Equities

HNI relationships

Client acquisition

Education

Postgraduate degree in Management/Finance

Wealth management certifications

Job description

Company:

Anand Rathi Shares & Stock Brokers Ltd. is a leading Indian financial services firm specializing in wealth management, investment banking, and brokerage services for HNI and institutional clients.

Role & Location:

Title: Senior Manager / Assistant Vice President / Deputy Vice President – Preferred Relationship Manager

Location: Kolkata (On-site)

Objective: Manage, grow, and retain an HNI asset portfolio by delivering bespoke, research-backed wealth management solutions.

Key Responsibilities:

• Portfolio Management: Deliver proactive, customized financial advice across mutual funds, equities, and structured products.
• Client Acquisition: Identify and acquire new HNI clients in Kolkata to expand market share.
• Revenue Generation: Meet revenue targets through cross-selling and up-selling wealth management products.
• Market Insights: Track market/economic trends to provide timely portfolio recommendations.
• Collaboration: Partner with internal research, product specialists, and support teams to ensure seamless service delivery.

Key Requirements:

• Experience: 8-16 years in wealth management, private banking, or premium banking.
• Education: Postgraduate degree in Management/Finance preferred (or relevant wealth management certifications).
• Skills: Strong expertise in portfolio management, asset allocation, mutual funds, and equities.
• Track Record: Proven ability to acquire HNI clients, build strong relationships, and articulate complex financial concepts clearly.