Urgently looking For Preferred Relationship Manager - Bangalore

AnandRathi; Bengaluru; On-site; INR 2,500,000 - 6,000,000; Full time

Job summary

Anand Rathi Group in Bengaluru is seeking a Senior Relationship Manager/AVP to act as the primary client face, acquiring high net-worth relationships and delivering best-in-class wealth management services.

The role involves designing financial plans, advising on investments, and enhancing client wallet share through strong relationship management and market insight.

Qualifications

• Prior experience in Private Bank/Wealth Management.
• Selling of Mutual Funds, PMS, Structured Products.
• Handle clients with minimum investment of Rs 1 Cr and above.
• Experience advising clients across asset classes.
• Strong analytical skills and ability to work in teams.

Responsibilities

• Acquire Preferred clients (Affluent & Super Affluent).
• Maintain client relationships and generate AUM from preferred clients.
• Advise Affluent & Super Affluent clients on investments and manage their portfolios.
• Track the Affluent & Super Affluent client segment for new client acquisition.
• Research investment opportunities and market trends to fit client portfolios.
• Coordinate with CFP Team for investment decisions and client seminars.

Skills

Relationship management

Client advisory

Analytical skills

Team collaboration

Job description

Hi,

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Bangalore location.

Designation: - Sr. Manager / AVP

Job Description for Preferred Relationship Manager

SUMMARY: -

The Relationship Manager-Preferred 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.

Regards

Pushpa Jaiswar

Human Resource

Anandrathi Group