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 current 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
Robust 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
Energetic and collaborative work environment

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

📌 Privilege Relationship Manager Kolkata
🏢 ANAND RATHI SHARE AND STOCK BROKERS
📍 Kolkata