Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Hyderabad; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd in Hyderabad is seeking a Relationship Manager to acquire affluent clients and manage their financial portfolios. You will design and implement investment plans and deliver top-tier advisory services to help clients achieve their wealth goals.

The role emphasizes maintaining relationships, expanding AUM across mutual funds, PMS, and structured products, and coordinating with CFP teams to offer coordinated investment solutions.

Qualifications

• Experience in private banks / wealth management setups.
• Proven ability to acquire and manage high-net-worth clients.
• Strong analytical and teamwork skills.

Responsibilities

• Acquire Preferred clients (Affluent & Super Affluent).
• Maintain client relationships and generate AUM from preferred clients (Mutual Funds, PMS, Structured Products).
• Advise Affluent & Super Affluent clients on investments and manage their portfolios to deepen wallet share.
• Track Affluent & Super Affluent client segments for new client acquisition.
• Research investment opportunities/market trends to fit client portfolios.
• Coordinate with product and research teams for investment decisions.
• Conduct and assist in organizing seminars, workshops and other BD activities.

Skills

Relationship management

Client acquisition

Investment advisory

Wealth management

Analytical skills

Teamwork

Private bank experience

Job description

The Preferred 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)

Roles and Responsibilities:

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 clients' 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.