Preferred - Relationship Manager

AnandRathi; Nagpur District, Raipur; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Anand Rathi Share and Stock Broking is seeking a Relationship Manager to be the primary client contact for affluent clients in a Private Bank/Wealth Management setting.

You will acquire and retain high-net-worth relationships, design financial plans, and deliver advisory services across asset classes while achieving AUM growth and retention targets.

Qualifications

• Prior experience in Private Bank/Wealth Management.
• Experience selling Mutual Funds, PMS, Structured Products.
• Handle clients with min investment of Rs 1 Cr and above.
• Experience advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• Stable tenure in current and previous roles (3–4 yrs).

Responsibilities

• Acquire Preferred clients (Affluent & Super Affluent).
• Maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products).
• Advise Affluent & Super Affluent clients on investments and manage portfolios.
• Deepen wallet from existing clients across asset classes.
• Research market trends to identify suitable opportunities for clients.
• Coordinate with product and research teams for investment decisions.

Skills

Relationship management

Wealth management

Analytical skills

Team collaboration

Client acquisition

Asset class advisory

Job description

Anand Rathi Share and Stock Broking Role: Preferred RM

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 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.