Urgently looking For Preferred Relationship Manager - Delhi

AnandRathi; New Delhi; On-site; INR 1,200,000 - 3,200,000; Full time

Job summary

Anand Rathi Group in Delhi invites applications for a Senior Relationship Manager (Sr. Manager / AVP). The role focuses on acquiring high net worth clients and delivering premier financial services to retain relationships.

You will design and implement client financial plans, coordinate with product teams, and drive AUM growth through investments in mutual funds, PMS, and structured products. Strong analytical skills and a stable career history are preferred.

Qualifications

• Experience in Private Banking / Wealth Management.
• Selling of products: Mutual Funds, PMS, Structured Products.
• Handle clients with min Investment amount Rs 1 Cr and above.
• Experience advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• Candidates should have 3–4 years of stability in present/previous roles.

Responsibilities

• Acquire Preferred clients (Affluent & Super Affluent).
• Maintain client relationships and generate AUM from preferred clients (Mutual Funds, PMS, Structured Products).
• Advise Affluent & Super Affluent clients on investments and manage portfolios to deepen wallet share.
• Track the Affluent & Super Affluent segment for new client acquisition.
• Research market trends to determine fit for client portfolios.
• Coordinate with product and research teams for investment decisions.
• Organize seminars, workshops and business development activities.

Skills

Wealth management experience

Analytical skills

Team collaboration

Client relationship management

Stability in roles

Job description

Hi,

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