Preferred Relationship Manager

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

Job summary

Anand Rathi Share and Stock Brokers Ltd in Mumbai seeks an experienced Relationship Manager to acquire and deepen High Net Worth client relationships, delivering premier wealth management services.

You will advise affluent clients on investments across asset classes, drive AUM growth through Mutual Funds, PMS and Structured Products, and coordinate with product teams. The role requires a stable career record of 3–4 years and strong analytical and team-working abilities.

Qualifications

• Experience in private banking or wealth management.
• Advising clients across asset classes.
• Stable tenure 3–4 years in current or prior roles.
• Willingness to acquire and grow high net-worth portfolios.
• Strong research to select investment opportunities.

Responsibilities

• Acquire High Net Worth relationships and manage/retain them with best-in-class service.
• Advise affluent clients on investments across asset classes.
• Sell products: Mutual Funds, PMS, Structured Products.
• Drive AUM growth from preferred clients.
• Coordinate with product/research teams for investment decisions.
• Organize seminars and business development events.

Skills

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.