Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Dehradun; On-site; INR 600,000 - 1,300,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd is seeking a Relationship Manager to acquire and manage High Net Worth clients, delivering tailored investment guidance and building lasting relationships across asset classes.

You will target Affluent and Super Affluent segments, promote Mutual Funds, PMS and structured products, advise on portfolios, deepen wallet share, and coordinate with CFP/product teams; you'll also conduct seminars and business development activities in Dehradun, India.

Qualifications

• Experience in private banks/wealth management.
• Selling mutual funds, PMS, structured products.
• Handle clients with minimum investment of Rs 1 Cr.
• Experience advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• 3–4 years of stability in prior roles.

Responsibilities

• Acquire preferred clients (Affluent & Super Affluent).
• Maintain relationships and generate AUM (MF, PMS, Structured Products).
• Advise Affluent & Super Affluent clients on investments and portfolios.
• Track the Affluent & Super Affluent Client segment for new client acquisition.
• Research investment opportunities/market trends for portfolios.
• Coordinate with product and research team for investment decisions.
• Conduct seminars, workshops and BD activities.

Skills

Private Banking

Wealth Management

Mutual Funds

Asset Classes Advisory

Client Acquisition

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.

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 & Responsibilities

• The Relationship Manager will be responsible for acquiring preferred clients (Affluent & Super Affluent).
• Maintaining client relationships and generating 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.

In case there are any further questions feel free to reach out on [e-mail] or WhatsApp on 9819864010.