Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Pune District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd is seeking a Senior Relationship Manager to acquire and manage High Net Worth clients, design financial plans, and deliver best-in-class advisory services. You will build and deepen relationships by offering investment solutions across asset classes and ensuring alignment with client goals.

Ideal candidates have 3–4 years in private banking or wealth management, strong teamwork, and a track record of stable employment while driving client AUM growth and

Qualifications

• Experience in advising affluent clients on investments across asset classes.
• Proven ability to acquire and deepen HNI relationships.
• Strong analytical and financial planning skills.
• Stable tenure with prior banks/wealth management roles (3–4 yrs).
• Ability to coordinate with product/research teams for investment decisions.

Responsibilities

• Acquire and manage Preferred/affluent clients with AUM growth.
• Advise on Mutual Funds, PMS, structured products and overall portfolios.
• Deepen wallets and retention through tailored financial plans.
• Research market opportunities and fit client portfolios.
• Organize seminars/workshops and business development activities.

Skills

Relationship management

HNI client handling

AUM growth strategy

Team collaboration

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)

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.