Privilege Relationship Manager (Executive / Assistant Manager)

Company: Anand Rathi Wealth Limited
Location: Kolkata, West Bengal

Job Type: Full-time
Salary: Up to ₹4,00,000 per annum (Based on experience)

About the Role

If you have experience in banking or the stock broking industry and enjoy building long-term client relationships, we'd love to hear from you.

Key Responsibilities
- Acquire new HNI and Privilege clients through networking, referrals, market intelligence, and personal contacts.
- Build and maintain a strong portfolio of high-value client relationships.
- Understand clients' financial goals and recommend suitable investment products.
- Promote monthly focus products and investment opportunities.
- Sell financial products including:
- Mutual Funds
- Insurance
- Portfolio Management Services (PMS)
- Structured Products
- Maintain accurate client records and business updates in the CRM system.
- Stay updated with local market trends and investment opportunities.
- Achieve monthly and quarterly sales targets while maintaining excellent customer service.




- Graduate or Post Graduate in any discipline.

Experience
- Minimum 1 year of experience in Banking or Stock Broking.
- Experience handling Privilege/HNI clients.
- Knowledge of AUM management and wealth management products.
- Proven experience in direct sales and client acquisition.

Skills Required
- Strong communication and relationship-building skills.
- Excellent sales and negotiation abilities.
- Good understanding of financial markets and investment products.
- Ability to generate business independently.
- Self-motivated with a target-driven mindset.
- Familiarity with CRM software is preferred.

What We Offer
- Competitive salary package (Up to ₹4 LPA)
- Attractive performance-based incentives
- Career growth opportunities
- Professional training and development
- Dynamic and collaborative work workplace

Job Details
- Location: Kolkata
- Employment Type: Full-time
- Department: Sales & We

📌 Privilege Relationship Manager (Kolkata)
🏢 Anand Rathi Share and Stock Brokers
📍 Kolkata