Preferred RM

4 days ago

Nagpur, India Anand Rathi Share and Stock Brokers Ltd Full time

Job Description for Preferred Relationship Manager

SUMMARY: -

The Relationship Manager-Preferred 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.

PRE-REQUISITES: -

- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
- Selling of products : Mutual Funds, PMS, Structured Products.
- Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
- Experience of advising clients across asset classes.
- Strong analytical skills and ability to work in teams.
- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)

ROLES & RESPONSIBILITIES: -

- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
- Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.
- Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
-
- Please share profiles on pushpajaiswar@rathi.com or WhatsApp on 9920799578 for further discussion .

Regards

Pushpa Jaiswar

Human Resource

Anandrathi Group

  • Preferred RM

    6 days ago

    Nagpur, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred 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...

  • Cbg:cb Rm

    3 days ago

    Nagpur, Maharashtra, India Axis Bank Full time

    **About Commercial Banking Group**: The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 250 Crs. by offering products and solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards...

  • Solar Project Manager

    2 weeks ago

    Nagpur, Maharashtra, India beBeeRenewable Full time ₹ 15,00,000 - ₹ 22,50,000

    About this Leadership RoleAs a seasoned Project Head, you will be responsible for leading end-to-end Solar Water Pump installations across multiple states.This leadership position involves driving timely commissioning, quality compliance, partner coordination, and on-time claim submissions in line with government guidelines.Key Responsibilities:Partner...

  • Research Associate

    2 weeks ago

    Nagpur, India Ciel HR Services Pvt Ltd Full time

    **Analytical method development**, Troubleshooting, of methods, **AMV, AMT**, Routine Analysis, RM Analysis, Calibration of instruments etc. - Instruments Handled: - HPLC, GC, Dissolution, Karl fisher, Potentiometer, Viscometer/Rheometer, UV and general lab instruments - Market Exposure: - Regulated Markets like Europe, Brazil, US etc. In case of any...

  • RM - Tele Sales

    5 days ago

    Nagpur, India SolarSquare Full time

    About the Company : Assure by SolarSquare is India's top Rooftop solar maintenance and repair company enabling homes & housing societies across India to manage and maintain solar PV plants. We are a team of hustlers and mission-driven individuals looking to decarbonize India one roof at a time. Company WebsiteAbout the Role : Relationship...

  • RM - Tele Sales

    4 days ago

    Nagpur, India SolarSquare Full time

    About the Company: Assure by SolarSquare is India's top Rooftop solar maintenance and repair company enabling homes & housing societies across India to manage and maintain solar PV plants. We are a team of hustlers and mission-driven individuals looking to decarbonize India one roof at a time. Company Website About the Role: Relationship...

  • RM - Tele Sales

    5 days ago

    Nagpur, India SolarSquare Full time

    About the Company : Assure by SolarSquare is India's top Rooftop solar maintenance and repair company enabling homes & housing societies across India to manage and maintain solar PV plants. We are a team of hustlers and mission-driven individuals looking to decarbonize India one roof at a time. Company Website About the Role : Relationship...

  • RM - Tele Sales

    4 days ago

    Nagpur, India SolarSquare Full time

    About the Company : Assure by SolarSquare is India's top Rooftop solar maintenance and repair company enabling homes & housing societies across India to manage and maintain solar PV plants. We are a team of hustlers and mission-driven individuals looking to decarbonize India one roof at a time. Company Website About the Role : Relationship...

  • Pms

    2 weeks ago

    Nagpur, India ACE Talent Consulting Full time

    JD Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product...

  • RM - Tele Sales

    4 days ago

    Nagpur, India SolarSquare Full time

    About the Company : Assure by SolarSquare is India's top Rooftop solar maintenance and repair company enabling homes & housing societies across India to manage and maintain solar PV plants. We are a team of hustlers and mission-driven individuals looking to decarbonize India one roof at a time. Company Website About the Role : Relationship Manager...