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Discovered 6d ago
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers Ltd•Linkedin
LocationKolkata, West Bengal, India
Work Modeonsite
Experience5+ yrs
Compensation~₹12–20 LPA
Required Skills & Technology Stack
Wealth ManagementClient AcquisitionPortfolio ManagementRelationship ManagementMutual FundsPortfolio Management Services (PMS)Structured ProductsFinancial AdvisoryClient Retention
About the Role
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…
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