Urgently looking For Preferred Relationship Manager - Chennai

AnandRathi; Chennai District; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Anand Rathi Group in Chennai seeks a Preferred Relationship Manager (Sr. Manager/AVP) to act as the trusted face to High Net Worth clients. The role focuses on acquiring and managing affluent relationships, delivering bespoke financial plans and ensuring top-tier service across asset classes.

The incumbent will drive investment advice, build a robust portfolio, and collaborate with product teams to seize opportunities, while coordinating client seminars and BD activities.

Qualifications

• Experience in Private Banking/Wealth Management.
• Selling of Mutual Funds, PMS, Structured Products.
• Handle clients with minimum investment of Rs 1 Cr.
• Minimum 3–4 years stability in present or previous roles.
• 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 portfolios.
• Deepen wallet from existing clients.
• Coordinate with product and research teams for investment decisions.
• Organize seminars, workshops and business development activities.

Skills

Relationship management

Wealth management

Analytical skills

Teamwork

Client acquisition

Tools

Private Bank/Wealth mgmt systems

Job description

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