Preferred Relationship Manager

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

Job summary

Anand Rathi Share and Stock Brokers Ltd in Chennai seeks an experienced Relationship Manager to acquire and deepen HNI relationships, delivering tailored financial plans and prudent investment advice.

You will manage investments across mutual funds, PMS, and structured products, coordinate with the CFP team, and help organize client events to grow AUM.

Qualifications

• Experience in private banking/wealth management preferred.
• Minimum 3–4 years of stability in previous roles.
• Handle and manage clients with a minimum investment of Rs 1 Cr and above.
• Advising across asset classes with strong analytical skills.

Responsibilities

• Acquire Preferred clients (Affluent & Super Affluent) and deepen relationships.
• Maintain client relationships and generate AUM from MF, PMS, Structured Products.
• Advise Affluent clients on investments and manage their portfolios.
• Research market opportunities to fit client portfolios and coordinate CFP team decisions.
• Organize seminars, workshops, and other business development activities.

Skills

Relationship management

Client acquisition

Wealth management

Mutual funds

PMS

Structured products

Teamwork

Financial planning

Sales

Communication

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.