Urgently looking For Preferred Relationship Manager - Lucknow

AnandRathi; Lucknow; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Anand Rathi Group in Lucknow is seeking a Senior Manager/AVP as Preferred Relationship Manager. You will be the primary contact for high net worth clients, delivering tailored investment advice to grow and protect their wealth.

Responsibilities include acquiring affluent clients, deepening relationships across mutual funds, PMS and structured products, and coordinating with product and research teams to implement sound financial plans. Prior private banking experience is essential.

Qualifications

• Experience in private banks or wealth management.
• Ability to handle high net worth clients (AUM > Rs 1 Cr).
• Minimum 3-4 years of stability in current/previous roles.

Responsibilities

• Acquire preferred affluent and super affluent clients.
• Maintain relationships and generate AUM across Mutual Funds, PMS, Structured Products.
• Advise clients on investments and manage their portfolios.
• Research market trends to identify opportunities for clients' portfolios.
• Coordinate with product and research teams for investment decisions.
• Organize seminars and business development events.

Skills

Relationship management

Client acquisition

Wealth management

Education

Bachelor's degree in Finance/Commerce

Job description

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