Urgently looking For Preferred Relationship Manager - Kolkata

AnandRathi; Kolkata; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A leading financial services firm in Kolkata is looking for a Preferred Relationship Manager to acquire and manage affluent and super affluent clients. The role involves selling financial products such as Mutual Funds and PMS, while providing expert financial advice. Candidates should have experience in Private Banking or Wealth Management with strong analytical skills. The position offers opportunities to establish lasting client relationships and improve their financial portfolios.

Qualifications

• Prior experience in a Private Bank or Wealth Management.
• Experience selling Mutual Funds, PMS, and Structured Products.
• Minimum investment handling of Rs 1 Cr and above.

Responsibilities

• Acquire and maintain relationships with affluent and super affluent clients.
• Generate AUM from preferred clients.
• Advise clients on investments and manage their financial portfolio.

Skills

Relationship Management

Strong analytical skills

Teamwork

Job description

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

Designation

Sr. Manager / AVP

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 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 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.