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Preferred RM
1 month ago
SUMMARY: -
The Relationship Manager-Wealth 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
To acquire Preferred clients (Affluent & Super Affluent)
To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients
To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To track the Affluent & Super Affluent Client segment in the market for new client acquisition
Should have 3-5 Years of work experience preferably in Private Bank/Wealth Management set-up
Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability)
Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above
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Preferred RM
1 week ago
Mumbai Metropolitan Region, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship Manager -WealthSUMMARY: - The Relationship Manager-Wealth 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...
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Preferred RM
2 weeks ago
Mumbai Metropolitan Region, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship Manager -WealthSUMMARY: - The Relationship Manager-Wealth 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...
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Preferred RM
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Greater Bengaluru Area, India Anand Rathi Share and Stock Brokers Ltd Full timeSUMMARY: -The Relationship Manager-Wealth 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...
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Preferred RM
3 weeks ago
Greater Bengaluru Area, India Anand Rathi Share and Stock Brokers Ltd Full timeSUMMARY: -The Relationship Manager-Wealth 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...
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Preferred RM
3 weeks ago
Greater Bengaluru Area, India Anand Rathi Share and Stock Brokers Ltd Full timeSUMMARY: - The Relationship Manager-Wealth 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...
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Preferred Rm
3 weeks ago
Bangalore City, India Anand Rathi Share and Stock Brokers Ltd Full timeSUMMARY: The Relationship Manager-Wealth 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...
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Preferred Rm
1 month ago
Bangalore City, India Anand Rathi Share and Stock Brokers Ltd Full timeSUMMARY: The Relationship Manager-Wealth 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...
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