AnandRathi
Preferred Relationship Manager
19 days ago
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Important information
Contract type:
Permanent
Location:
Kolkata, West Bengal, India
Work mode:
Onsite
Published on:
6 October 2026
What they need
Role & 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
Preferred candidate profile
- 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
HR SPOC - Shabana Khanam
Email - [email protected]
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