Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Pune District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd invites an experienced Relationship Manager to acquire high-net-worth clients, manage and grow their assets through Mutual Funds, PMS and structured products. You will design financial plans and deliver best-in-class advisory to affluent clients in a wealth-management setting.

The role emphasizes building strong client relationships, advising across asset classes, and driving AUM from a prestigious client base with a focus on service excellence.

Qualifications

• Experience in Private Banking/Wealth Management
• Handle investments above Rs 1 Cr
• Advising across asset classes
• Minimum 3–4 years stability in previous roles

Responsibilities

• Acquire preferred clients (Affluent & Super Affluent)
• Maintain relationships and generate AUM from preferred clients
• Advise Affluent & Super Affluent clients on investments and manage portfolios; deepen wallet share
• Track the Affluent & Super Affluent Client segment for new client acquisition
• Research, investigate and stay updated on investment opportunities/market trends
• Coordinate with product and research teams for client investment decisions
• Conduct and assist in organizing seminars, workshops and other business development activities

Skills

Relationship management

Client acquisition

Investments advisory

Wealth management

Analytical skills

Teamwork

Tools

Mutual Funds / PMS / Structured Products

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.

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 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 questions feel free to reach out on or WhatsApp on .