Preferred RM

1 week ago

India Anand Rathi Share and Stock Brokers Ltd Full time

JOB TITLE: Relationship Manager - Wealth Management

Welcome We are looking for a Relationship Manager - Wealth to join our team. As a Relationship Manager - Wealth, you will play a crucial role in being the primary point of contact with our clients. Your responsibilities will include acquiring High Net Worth relationships, ensuring top-notch services, building strong connections, and implementing financial plans.

  • Acquire Preferred clients (Affluent & Super Affluent)
  • Maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients
  • Advise clients on Investments and manage their financial portfolios
  • Track the market for new client acquisition

Requirements:

  • 3-5 Years of work experience in Private Bank/Wealth Management
  • Demonstrated stability in previous roles
  • Experience in managing clients with significant investment amounts

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