Rathi - Preferred Relationship Manager

4 weeks ago

Pune, Maharashtra, India Anand Rathi Group Full time

- The Preferred 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 and 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.

(ref:iimjobs.com)

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