Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Chennai; On-site; INR 800,000 - 1,500,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd in Chennai seeks a Relationship Manager to acquire and manage high-net-worth clients, delivering comprehensive wealth management and investment solutions. You will design and implement financial plans, deepen relationships, and drive AUM growth across asset classes.

Candidates should have 3-4 years of stable experience in private banking/wealth management, with strong analytical and teamwork skills. Contact: [e-mail] for inquiries.

Qualifications

• Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
• Experience of advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• Minimum 3-4 years of stability in present/previous roles.

Responsibilities

• Acquire and manage Affluent & Super Affluent clients to grow AUM across Mutual Funds, PMS, Structured Products.
• Advise clients on investments across asset classes and design financial plans.
• Maintain and deepen client relationships to generate AUM from existing clients.
• Coordinate with product/research teams to take informed investment decisions for clients.
• Organize seminars, workshops and other business development activities.

Skills

Relationship management

Private banking

Wealth management

Financial planning

Analytical skills

Tools

CRM software

Job description

The Relationship Manager 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.

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)

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 client’s 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.

For further queries or assistance kindly contact on [e-mail] or WhatsApp on 9819864010.