Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Mumbai; On-site; INR 1,800,000 - 3,500,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd is seeking a Relationship Manager to acquire and retain High Net Worth clients by delivering superior service and tailored financial plans. The role focuses on advising across asset classes, building strong client relationships, and growing AUM through Mutual Funds, PMS, and structured products.

You will coordinate with product and research teams, conduct seminars, and actively seek new opportunities in the Affluent client segment in Mumbai.

Qualifications

• Prior experience in Private Bank/Wealth Management
• Advising clients across asset classes
• Minimum tenure of 3-4 years in present/previous companies
• Ability to research and update on investment opportunities/market trends
• Coordinate with product/research teams for client investments

Responsibilities

• Acquire High Net Worth relationships and retain them by delivering top-tier service
• Design and implement clients' financial plans and provide suitable advice
• Maintain client relationships and generate AUM from preferred clients (Mutual Funds, PMS, Structured Products)
• Advise Affluent & Super Affluent clients on investments and portfolio management
• Track Affluent & Super Affluent client segments for new client acquisition
• Coordinate with product and research teams for investment decisions and seminars/workshops

Skills

Strong 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.

In case there are any further queries feel free to mail on [e-mail] or WhatsApp on 9819864010 for further assistance.