Preferred Relationship Manager

Anand Rathi Share and Stock Brokers Ltd; Vadodara; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd. seeks a Relationship Manager to be the primary liaison with high-net-worth clients.

The role includes acquiring affluent clients, managing and expanding their portfolios with mutual funds, PMS, and structured products while delivering high-standard service. The candidate should have experience in a Private Bank/Wealth Management setup, strong analytical skills, and a proven track record of 3–4 years in related roles.

Qualifications

• Experience in Private Bank/Wealth Management environments.
• Advising clients across asset classes.
• Minimum 3–4 years of stability in present/previous roles.
• Ability to manage High Net Worth clients with AUM focus of Rs 1 Cr and above.

Responsibilities

• Acquire preferred clients (Affluent & Super Affluent).
• Maintain relationships and generate AUM across mutual funds, PMS, structured products.
• Advise affluent clients on investments and overall portfolios.
• Track affluent client segment for new client acquisition.

Skills

Client acquisition

Wealth management

Relationship management

Analytical skills

Team collaboration

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 reach out on [e-mail] or WhatsApp on [phone].