Relationship Manager

Company Description

The Anand Rathi Group was founded in 1994 by Mr. Anand Rathi and Mr. Pradeep Kumar Gupta following economic liberalization. The company provides a wide range of financial services including stock broking, wealth management, investment banking, commodities broking, construction finance, and capital market lending. Based on a commitment to ethics, entrepreneurship, and innovation, the group serves over 600,000 registered customers. The continued trust and support of our customers remain the most valuable legacy of the Anand Rathi Group.

Role Description

This is a full-time, on-site role for a Relationship Manager located in the Greater Kolkata Area. The Relationship Manager will be responsible for maintaining and building client relationships, advising on financial products, executing trades, and managing portfolios. Additional responsibilities include analyzing market trends, providing investment recommendations, ensuring compliance with regulations, and continuously identifying opportunities to enhance client satisfaction.

Qualifications

• Strong interpersonal and communication skills
• Knowledge of financial products and services, including stock broking and wealth management
• Experience in client relationship management
• Analytical skills to understand and interpret market trends
• Proficiency in compliance with financial regulations
• Ability to work independently and manage multiple client accounts
• Bachelor’s degree in Finance, Business Administration, or related field
• Experience in the financial services sector is a plus