Relationship Manager-Preferred
- Anand Rathi Share
- 5 to 10 Yrs
- Kolkata
- 3 years ago
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Job Description
ROLES & RESPONSIBILITIES: -
The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client segment in the market for new client acquisition
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
JOB SPECIFICATIONS REQUIRED:
Qualifications: -
An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience Minimum 3-15 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.
Desired Skill Set:
Ability to inspire trust and confidence in clients.
Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
Good oral and written communication skills with clarity of thought, speech and expression
Good interpersonal skills
Good Analytical Skills
Employement Category:
Employement Type: Full timeIndustry: NBFC ( Non Banking Financial Services )
Role Category: Securities Trading
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager-Preferred
Contact Details:
Company: Anand Rathi ShareLocation(s): Kolkata
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Anand Rathi Group is one of India¢¢¢¢s fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insur...
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