About the role
Preferred Relationship Manager

Location:
Kolkata PRIMARY JOB RESPONSIBILITIES
• To acquire Preferred clients (Affluent & Super Affluent)
• To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients
• To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• To track the Affluent & Super Affluent Client segment in the market for new client acquisition Qualifications Any post graduate Required Skills
• Should have 5 – 8 Years of work experience preferably in Private Bank/Wealth Management set-up
• Should have positive vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability)
• Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above HR SPOC : Shabana Khanam Email
- [email protected]

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