Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Ahmedabad District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd is seeking a Preferred Relationship Manager to be the primary contact for high net worth clients. You will acquire affluent clients, design financial plans, and deliver best-in-class advisory across asset classes.

You will maintain relationships, drive AUM through mutual funds, PMS and structured products, and collaborate with product teams to tailor investment strategies, while organizing client events and seminars to deepen engagement.

Qualifications

• Relationship Managers with prior experience in Private Banking/Wealth Management.
• Selling of Mutual Funds, PMS, Structured Products.
• Handle clients with minimum investment of Rs 1 Cr and above.
• Experience advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• Candidates with 3-4 years of stability in current/previous roles.

Responsibilities

• Acquire Preferred clients (Affluent & Super Affluent).
• Maintain client relationships and generate AUM from preferred clients (Mutual Funds, PMS, Structured Products).
• Advise Affluent & Super Affluent clients on investments and manage their overall financial portfolio.
• Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
• Research, investigate and update investment opportunities/market trends to fit clients portfolios.
• Coordinate with product and research team for taking investment decisions for clients.
• Conduct and assist in organizing seminars, workshops and other business development activities.

Skills

Relationship management

Client acquisition

AUM growth

Asset allocation

Analytical skills

Team collaboration

Job description

The Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Pre-Requisites: -

• Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.

• Selling of products : Mutual Funds, PMS, Structured Products.

• Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.

• Experience of advising clients across asset classes.

• Strong analytical skills and ability to work in teams.

• Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)

Roles and Responsibilities: -

• The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)

• Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) 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.