Preferred Relationship Manager

3 weeks ago


New Delhi, 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.


In case there are any further questions feel free to reach out on adityaanerao@rathi.com or WhatsApp on +91 9819864010



  • New Delhi, 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...


  • new delhi, 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...


  • New Delhi, India Preferred Travel Group Full time

    **GENERAL SUMMARY** **ORGANIZATIONAL RELATIONSHIP** This role reports directly to the Manager, Loyalty Service supporting service and operational needs. This role partners with cross-functional leaders on projects, including Regional Management, Marketing, Finance, and Sales. **DUTIES AND RESPONSIBILITIES** The Coordinator, Loyalty Service supports I...


  • Delhi, Delhi, India Preferred Travel Group Full time

    **GENERAL SUMMARY** **ORGANIZATIONAL RELATIONSHIP** This role reports directly to the Manager, Loyalty Service supporting service and operational needs. This role partners with cross-functional leaders on projects, including Regional Management, Marketing, Finance and Sales. **DUTIES AND RESPONSIBILITIES** The Coordinator, Loyalty Service supports I...


  • New Delhi, India Nuvama Wealth Full time

    Relationship Manager- B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...

  • Relationship Manager

    2 weeks ago


    New Delhi, India White Force Full time

    Job description JD for Relationship Manager POSP in Delhi, Kolkata, Mumbai, Hyderabad. Company Name – Bonanza Portfolio Ltd. Website- Location – Delhi – 4 Candidates required Experience – 1 to 5 years Salary – Depend on experienced based Requirements: - Immediate Joiner Should be from broking industry...


  • New Delhi, India skillkart Full time

    **Job Title: Relationship Manager - Retail Branch Banking** **Location:** Delhi **Interview Date:** Tomorrow **Position Summary:** The Relationship Manager - Retail Branch Banking will play a pivotal role in managing and expanding our portfolio of retail banking clients. This individual will be responsible for developing strong relationships with...


  • New Delhi, India BS2 Hire (Path of Career Solution) Full time

    job description1. to identify and acquire the customers 2. maintaining the relationship with the customers. 3. retention of customers 4. to cross-sell the investment party products 5. to ensure to reach the revenue target. acquiring new and prospective customers understanding the requirements of the prospect. providing clients with advices that helps them to...


  • New Delhi, India Anand Rathi Insurance Brokers Ltd Full time

    Job Summary:The Client Relationship Officer will be stationed at the client’s location and will be responsible for day-to-day servicing of the Group Mediclaim and GPA policies. The role involves close coordination with the client’s regional team, insurance companies, internal team and TPAs to ensure smooth policy administration, enrolments, claims...


  • New Delhi, India Saxon Global Full time

    Hi, We are seeking an experiencedClient Partnerto lead and grow strategic relationships within theBanking & Financial Services sector in India . The role involves driving business growth, managing client engagement, and ensuring delivery excellence across IT services. Job Description & Key Responsibilities Client Relationship & Account Management Serve as...