Relationship Manager
Anand Rathi Share and Stock Brokers Ltd
3 - 4 years
Kolkata
Posted: 10/12/2025
Getting a referral is 5x more effective than applying directly
Job Description
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About the Company
About the Role
Preferred Relationship Manager
Manager/Senior Manager
CTC range: Competitive
Location: Kolkata
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
- Graduate or Post Graduate
Required Skills
- Should have 5 8 Years of work experience preferably in Private Bank/Wealth Management set-up
- Should have good 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
Preferred Skills
- Experience in managing affluent client relationships
Pay range and compensation package
CTC range: Competitive
Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices.
Other Details/ Mandatory Certification
- Reporting to: RM Head
- Team Handling/ Playing Captain: No
- HR SPOC:
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