Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Dehradun; On-site; INR 1,200,000 - 2,500,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd is seeking a Relationship Manager in India to be the primary contact for High Net Worth clients, building and retaining relationships through tailored financial plans and superior service.

The role involves acquiring affluent clients, advising on investments across asset classes, growing AUM in mutual funds, PMS, and structured products, and coordinating with CFP/Research teams. Seminars and workshops are part of business development activities.

Qualifications

• 3–4+ years of stability in current or previous roles in wealth management or private banking.
• Strong analytical skills and ability to work in teams.
• Experience in acquiring and managing HNW clients and deepening wallets.

Responsibilities

• Acquire High Net Worth (HNW) and Affluent clients and manage their portfolios.
• Design and implement financial plans and provide investment advice.
• Grow AUM across Mutual Funds, PMS, and Structured Products.
• Coordinate with CFP/Research teams for investment decisions.
• Organize seminars, workshops, and business development activities.

Skills

Analytical skills

Teamwork

Client relationship management

AUM growth

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.

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