Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd

  • Kolkata, West Bengal
  • Permanent
  • Full-time
  • 14 days ago
Company Description Anand Rathi Share and Stock Brokers Ltd is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions. With over 350 locations across India and an international presence in Dubai, Hong Kong, and New York, Anand Rathi has rapidly expanded its footprint. The firm employs over 4,000 professionals and provides services including investment banking, asset management, institutional equities, and insurance broking. Role Description This is a full-time on-site role for a Preferred Relationship Manager located in Kolkata. The Preferred Relationship Manager will be responsible for managing relationships with high-net-worth individuals and families. The role involves providing expert financial advice and investment recommendations, conducting portfolio analysis, and ensuring client satisfaction. The Preferred Relationship Manager will also collaborate with internal teams to deliver customized solutions to clients. Qualifications Strong knowledge of wealth management and financial services Experience in managing relationships with high-net-worth individuals Excellent communication and interpersonal skills Ability to analyze and interpret financial data Proven track record in achieving sales targets Ability to work in a fast-paced and dynamic environment Experience in the stockbroking industry is a plus Bachelor's degree in Finance, Business, or a related field

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