Preferred Relationship Manager

4 weeks ago

Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

The Relationship Manager 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 client’s 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.


For further queries or assistance kindly contact on adityaanerao@rathi.com or WhatsApp on 9819864010.

  • Preferred Relationship Manager

    4 weeks ago

    Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager 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...

  • Preferred Relationship Manager

    3 weeks ago

    Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager 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...

  • Preferred Relationship Manager

    3 weeks ago

    Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager 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...

  • Preferred Relationship Manager

    3 weeks ago

    Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

    The Relationship Manager 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...

  • Area Relationship Manager

    3 weeks ago

    Raipur, India Aditya Birla Sun Life Insurance Full time

    Company Description Established in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally trusted Aditya Birla Group and Canada's leading financial services organization, Sun Life Financial Inc. ABSLI leverages the local knowledge of the Aditya Birla Group and the domain expertise of Sun Life Financial to offer...

  • Area Relationship Manager

    2 weeks ago

    Raipur, Chhattisgarh, India Aditya Birla Sun Life Insurance Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionEstablished in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally trusted Aditya Birla Group and Canada's leading financial services organization, Sun Life Financial Inc. ABSLI leverages the local knowledge of the Aditya Birla Group and the domain expertise of Sun Life Financial to offer...

  • Customer Relationship Manager

    4 days ago

    Raipur, Chhattisgarh, India Shankara Vehicles Pvt Ltd Full time ₹ 2,10,000 - ₹ 4,20,000 per year

    Build and maintain relationships with customers.Address customer inquiries and concerns promptly.Gather and analyze customer feedback.Collaborate with service and marketing teams.Manage customer accounts and maintain records.Job Type: Full-timePay: ₹20, ₹35,000.00 per monthBenefits:Provident FundExperience:total work: 1 year (Preferred)Customer service:...

  • Senior Relationship Manager

    8 hours ago

    Raipur, Chhattisgarh, India Bajaj Life Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionBajaj Life Insurance is among the fastest-growing life insurance companies in India, offering a wide range of plans like ULIPs, term insurance, retirement, and child policies. With over 3.85 crore policyholders and an AUM of ₹1.3 Lakh Crores, Bajaj Life is committed to delivering financial protection, wealth creation, and peace of mind....

  • Sales Relationship Manager

    6 days ago

    Raipur, India White Force Full time

    Job description Job Description: Sales Relationship Manager Company: DocOnline Health India Pvt Ltd Location: Bangalore Experience Required: 4 to 5 years About DocOnline: DocOnline Health India Pvt Ltd is a leading digital healthcare platform that provides accessible and affordable healthcare solutions. We are dedicated to improving the health and...

  • Customer Relationship Manager

    3 weeks ago

    Raipur, India Botivate Services Full time

    Hiring: Customer Relationship Management (CRM)Company: Botivate Services LLPLocation: Shriram Business Park, Block-I Office No. 224, Raipur (Near MGM Eye Institute)Salary: ₹10,000 – ₹15,000/month Responsibilities: Handle client follow -ups Manage CRM data Track leads & report Build customer relation Respond to customer queries Requirements: Fresher or...