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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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