Privilege Relationship Manager (Executive / Assistant Manager)
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Privilege Relationship Manager (Executive / Assistant Manager)
**Company:** Anand Rathi Wealth Limited **Location:** Kolkata, West Bengal **Job Type:** Full\-time **Salary:** Up to ₹4,00,000 per annum (Based on experience)
About the Role
We are looking for a dynamic and result\-oriented **Privilege Relationship Manager** to join our growing sales team in Kolkata. The ideal candidate will be responsible for acquiring and managing High\-Net\-Worth Individual (HNI) clients while providing personalized investment and wealth management solutions.
If you have experience in banking or the stock broking industry and enjoy building long\-term client relationships, we'd love to hear from you.
Key Responsibilities
* Acquire new HNI and Privilege clients through networking, referrals, market intelligence, and personal contacts. * Build and maintain a strong portfolio of high\-value client relationships. * Understand clients' financial goals and recommend suitable investment products. * Promote monthly focus products and investment opportunities. * Sell financial products including: * Mutual Funds * Insurance * Portfolio Management Services (PMS) * Structured Products * Maintain accurate client records and business updates in the CRM system. * Stay updated with local market trends and investment opportunities. * Achieve monthly and quarterly sales targets while maintaining excellent customer service.
Candidate RequirementsEducation
* Graduate or Post Graduate in any discipline.
Experience
* Minimum 1 year of experience in Banking or Stock Broking. * Experience handling Privilege/HNI clients. * Knowledge of AUM management and wealth management products. * Proven experience in direct sales and client acquisition.
Skills Required
* Strong communication and relationship\-building skills. * Excellent sales and negotiation abilities. * Good understanding of financial markets and investment products. * Ability to generate business independently. * Self\-motivated with a target\-driven mindset. * Familiarity with CRM software is preferred.
What We Offer
* Competitive salary package (Up to ₹4 LPA) * Attractive performance\-based incentives * Career growth opportunities * Professional training and development * Dynamic and collaborative work environment
Job Details
* **Location:** Kolkata * **Employment Type:** Full\-time * **Department:** Sales \& Wealth Management * **Reporting To:** Sales Manager * **Team Handling:** Individual Contributor
Apply Now
If you're passionate about wealth management and building strong client relationships, we'd love to hear from you.
**Share your updated resume today and become part of one of India's leading financial services organizations.**
Pay: Up to ₹400,000\.00 per year
Benefits:
* Paid sick time
Work Location: In person
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