Preferred Relationship Manager

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

Job summary

Anand Rathi Share and Stock Brokers Ltd in India seeks a Relationship Manager to acquire and deepen relationships with Affluent & Super Affluent clients, delivering tailored financial plans and investment advice. You will work to grow AUM across Mutual Funds, PMS and Structured Products, while coordinating with CFP teams and product research to serve client needs.

The role requires experience in private banking/wealth management, strong analytical skills and a stable track record of 3–4 years in

Qualifications

• Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
• Experience of advising clients across asset classes.
• Selling of products: Mutual Funds, PMS, Structured Products.
• Candidates having good vintage with minimum tenure of 3-4 yrs.

Responsibilities

• Acquire and retain high net worth clients and manage their portfolios.
• Maintain client relationships and generate AUM from preferred clients.
• Advise Affluent & Super Affluent clients on investments and portfolio diversification.
• Coordinate with product/research teams for investment decisions and market trends.
• Organize seminars, workshops and other business development activities.

Skills

Relationship management

Client acquisition

Financial planning

Analytical skills

Teamwork

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.