Urgently looking For Preferred Relationship Manager - Kolkata

AnandRathi; Kolkata District; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Anand Rathi Group in Kolkata is urgently seeking a Preferred Relationship Manager to acquire and manage High Net Worth clients, delivering tailored financial plans and investment advice. The role emphasizes building long-term relationships and deepening client wallets through strategic wealth management.

The candidate should have private bank/wealth management experience, strong analytical skills, and a track record of stability (3–4 years). The designation supports Sr. Manager / AVP level.

Qualifications

• Prior private bank/wealth management experience.
• Experience selling Mutual Funds, PMS, Structured Products.
• Handle high-net-worth clients with min investment of Rs 1 Cr.
• Advising across asset classes.
• Strong analytical skills and teamwork; 3–4 years of stability.

Responsibilities

• Acquire preferred clients (Affluent & Super Affluent).
• Maintain relationships and generate AUM from preferred clients (Mutual Funds, PMS, Structured Products).
• Advise Affluent & Super Affluent clients on investments and manage their portfolio; deepen wallet from existing clients.
• Track the Affluent & Super Affluent client segment in the market for new client acquisition.
• Research, investigate and update themselves on investment opportunities/market trends to fit client portfolios.
• Coordinate with product and research team for investment decisions for clients.
• Conduct and assist in organizing seminars, workshops and other business development activities.

Skills

Relationship management

Private banking experience

Wealth management

Analytical skills

Teamwork

Tools

Mutual Funds

PMS

Structured Products

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.