Relationship Manager(Vice President)

3 weeks ago


Chandigarh, Chandigarh, India Anand Rathi Wealth Limited Full time

Company Description

Anand Rathi Wealth Limited (ARWL), a NSE 500-listed company, has been simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) since 2002. As a leading firm in private wealth in India, we offer data-backed, objective-driven financial strategies, creating, protecting, and transmitting wealth transparently. Recognized as a 'Great Place to Work,' ARWL fosters a culture of trust, collaboration, and excellence. With over 18 locations in India and an international office in Dubai, we provide comprehensive wealth management services globally.

Role Description

1- To Develop & Manage Client relationships in order to enhance and acquire more AUM.

2- Align AUM as per Client's Financial Strategy to reduce Risk, Cost, & Tax also to enhance desired returns & Volatility of the portfolio.

3- Review/Service portfolio to create a wow experience for clients

4- On board new relationships -Clients acquisition

5- Conduct Marketing activities to increase no of clients managed

6- Learn new skills and knowledge to service clients better

7- To maintain full ethics in providing services and analysis

8- Work closely with the product teams for delivering specialized advice


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