Preferred Relationship Manager - Kolkata
Kolkata, West Bengal, India · Full Time
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- Experience
- 3+ yrs
- Salary
- INR 800,000 – INR 1,800,000 / year
- Openings
- 1
- Posted
- 8 hours ago
- Work mode
- In office
- Education
- Graduation not required
- Eligibility
- Anyone can apply; graduation not mandatory.
- Resume
- Required to apply
Where you'll work
Job description
About Anand Rathi Wealth Limited
Anand Rathi Wealth Limited (ARWL) is a leading Indian non-bank wealth management firm focusing on high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI). It operates through a client-centric approach, delivering comprehensive wealth solutions including investment advisory, portfolio management, estate planning, and succession planning. Leveraging technology, strong research, and experienced relationship managers, ARWL aims to help clients manage and grow their wealth effectively.
Job Summary
The Relationship Manager-Preferred acts as the primary liaison for clients, tasked with acquiring and maintaining high-net-worth relationships by providing exceptional service standards. The role involves designing and implementing tailored financial plans and ensuring clients receive suitable and timely investment advice.
Qualifications and Experience
- Prior experience in a Private Bank or Wealth Management setting is essential.
- Proven track record in selling Mutual Funds, Portfolio Management Services (PMS), and Structured Products.
- Experience managing client portfolios with a minimum investment threshold of ₹1 crore and above.
- Competence in advising clients across different asset classes.
- Strong analytical abilities and collaborative team-working skills.
- Demonstrated stability with at least 3-4 years tenure in current and previous roles.
Responsibilities
- Acquire and maintain affluent and super-affluent clients as part of the preferred client segment.
- Generate Assets Under Management (AUM) from Mutual Funds, PMS, and Structured Products within this client base.
- Provide investment advice and manage overall financial portfolios to deepen engagement and wallet share.
- Identify and track potential affluent and super-affluent clients for acquisition.
- Stay updated on investment opportunities and financial market trends, assessing their fit for client portfolios.
- Coordinate with product and research teams (Centralized CFP Team) to support investment decision-making.
- Organize and assist seminars, workshops, and other business development activities.
Additional Information
Interested candidates are encouraged to share their profiles for further discussion. The position is based in Kolkata and requires candidates to engage closely with clients on-site.