Relationship Manager

2 weeks ago


Mysuru, India Anand Rathi Wealth Limited Full time

Wealth Manager - (AVP/ VP)

Minimum Qualification: MBA or PGDM in Finance

REQUIREMENT:

ANAND RATHI is Hiring for premium vertical.

Excellent Opportunity for Relationship Manager in Preferred Client Group based at Mysore.

Key Job Responsibilities -

· To Develop HNI Clients & Manage Client relationships in order to enhance and acquire more ASSET UNDER MANAGEMENT (AUM).

· Align AUM as per Client’s Financial Strategy to reduce Risk, Cost, & Tax also to enhance

desired returns & Volatility of the portfolio.

· Review/Service portfolio to create a wow experience for clients

· On board new relationships -Clients acquisition

· Conduct Marketing activities to increase no of clients managed

· Learn new skills and knowledge to service clients better

· To maintain full ethics in providing services and analysis

· Work closely with the product teams for delivering specialized advice

Experience Minimum: 3-10 yrs.

Preferred candidates with Good Stability at least 3 years in current company

Criteria for Recruitment:-

Preferred candidate should Ideally be familiar with Mysore region (Preferably Native), or handled Mysore market in past with relevant work experience in handling particularly HNI Clients


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