Company Description Anand Rathi Share and Stock Brokers Ltd. (ARSSBL) is part of the Anand Rathi Group, a leading full-service financial services firm founded in 1994. The group provides investment services, private wealth management, institutional equities, investment banking, insurance broking, and NBFC solutions to a wide range of clients.

ARSSBL focuses on individual clients, offering expert research, advisory, and a broad array of products across asset classes through digital platforms and physical touchpoints. With over 6.5 lakh registered customers, more than 1,850 direct employees, and 95+ branches in 57 cities, the firm combines robust research capabilities with personalized investment assistance.

Anand

Rathi also maintains an international presence in Dubai, Hong Kong, and Current York and operates under SEBI-registered licenses.

Role Description The Relationship Manager role is a full-time, on-site position based in the Greater Kolkata Area.

The Relationship

Manager will be responsible for managing and growing a portfolio of individual clients, understanding their financial goals, and recommending suitable investment products and strategies. Daily activities include client acquisition, onboarding, and regular engagement through calls, meetings, and reviews to ensure high levels of satisfaction and retention.



The role involves coordinating with internal research and product teams to deliver timely market insights, preparing and presenting investment proposals, and monitoring client portfolios for performance and risk.

The Relationship

Manager will also ensure compliance with regulatory and internal policies, maintain accurate records, and contribute to branch and channel growth targets.

Qualifications

- Strong relationship management and client servicing abilities, including excellent communication and interpersonal skills.
- Sound understanding of financial markets, investment products, and asset classes, with the ability to interpret research and market trends.
- Proficiency in sales and business development, including lead generation, negotiation, and closing client relationships.
- Comfort with digital platforms, investment apps, and basic MS Office tools for reporting and portfolio tracking.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications (e.g., NISM, NCFM) are an advantage.
- Proven experience in broking, wealth management, banking, or financial advisory roles preferred.
- High level of integrity, customer-centric mindset, and ability to work in a target-driven environment.

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