Urgently looking For Preferred Relationship Manager - Mumbai

AnandRathi; Mumbai; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Anand Rathi Group in Mumbai is seeking a Senior Manager/AVP – Preferred Relationship Manager to lead high net worth client relationships and deliver tailored investment advice. The role focuses on acquiring affluent clients, managing AUM across Mutual Funds, PMS, and Structured Products, and deepening relationships for sustainable growth.

The candidate should have private bank/wealth management experience with a proven track record and 3–4 years of stability across roles, enabling effective

Qualifications

• Experience in Private Bank/Wealth Management setting.
• Advising clients across asset classes is required.
• Minimum tenure of 3–4 years at current or previous employers.

Responsibilities

• Acquire Preferred clients (Affluent & Super Affluent).
• Maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
• Advise Affluent & Super Affluent clients on investments and manage their portfolios.
• Research market opportunities to deepen client wallets and acquire new clients.
• Coordinate with product and research teams for investment decisions.
• Organize seminars, workshops and other business development activities.

Skills

Relationship management

Wealth management

Client acquisition

Financial advisory

Teamwork

Job description

Hi,

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