Preferred Relationship Manager

4 weeks ago


Chennai, Tamil Nadu, India Anand Rathi Share and Stock Brokers Ltd Full time
Relationship Manager

The Relationship Manager is the ultimate face of our business, serving as the final point of contact with clients.

This role requires acquiring High Net Worth relationships and managing and retaining them by delivering exceptional service standards.

We are seeking a skilled professional who can establish strong ties with clients by designing and implementing their financial plans, and ensuring they receive and execute on the right advice.

Key Responsibilities:
  • Acquiring preferred clients (Affluent & Super Affluent)
  • Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients
  • Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio
  • Deepening the wallet from existing clients
  • Tracking the Affluent & Super Affluent Client segment in the market for new client acquisition
Requirements:
  • Experience working in a Private Bank/Wealth Management setup
  • Selling of products: Mutual Funds, PMS, Structured Products
  • Handling and managing clients with a minimum Investment amount of Rs 1 Cr and above
  • Experience advising clients across asset classes
  • Strong analytical skills and ability to work in teams
  • Candidates having good vintage in their present and previous companies (At least minimum tenure of 3-4 yrs. of stability)
What We Offer:

A dynamic and challenging environment where you can leverage your skills and expertise to deliver exceptional results.



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