Relationship Manager

1 week ago


Bangalore City, India Anand Rathi Share and Stock Brokers Ltd Full time

An Account Manager (AM) role is to support the Relationship Manager (RM) inbuilding and maintaining wealth management business.Qualification MBA in FinanceCTC Offered upto 6LLocation BangaloreRoles & Responsibilities Financial Planning, Portfolio Strategy, Reporting & Client ServicingAssisting the RM in making of financial plans for clients keeping in mind Client requirement.Reporting the performance of the portfolio at regular intervals and highlight the asset allocation and IRR.Highlighting to the RM how clients’ actual portfolio is in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio.Identifying opportunities within the client existing portfolio based on product team recommendations across MFs, Market Linked Debentures (MLDs) Change in the house view on various asset classes, Alternatives.Attending to client queriesHelp acquire a database of prospective clients through various sources.Increase social presence to build a strong network and seek referrals.Assist in Business development.Operations & DocumentationFilling up applications and executing transactions of clients, including non-financial transactions (like change of bank mandate)Filling up and executing MF, MLD etc. transaction of clientsOpening broking / DP accountGrowth Path The Account Manager who showcases good performance and has spent reasonabletime i.E., 2 to 3 years in the role will be provided with an opportunity to progressinto an independent wealth advisor (RM role) by the company.


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