Relationship Manager
7 days ago
Job Description Company Description Anand Rathi is a premier full-service investment bank established in 1994, known for delivering comprehensive financial services and wealth management solutions to individuals, corporations, and institutions. With headquarters in India, the firm has a strong presence in over 350 locations across the country, along with international offices in Dubai, Hong Kong, and New York. Empowered by a team of over 4,000 professionals, Anand Rathi provides expert research, advisory, and investment services tailored to diverse client needs. Offering products across various asset classes, the company integrates technology-driven platforms with personalized services to ensure optimal customer satisfaction. It serves over 6.5 lakh registered customers and boasts an extensive network of physical and digital channels to cater to varied investor preferences. Role Description This is a full-time, on-site Relationship Manager role located in Patna. The Relationship Manager will be responsible for maintaining and building strong client relationships, understanding their financial needs, and providing tailored investment solutions. Key responsibilities include offering expert advisory, assisting clients in managing their investment portfolios, and driving customer satisfaction by recommending products across asset classes. The individual will actively engage with customers through various channels and ensure their financial objectives are met while meeting business targets. Qualifications - Strong interpersonal and communication skills to build and maintain client relationships - Comprehensive knowledge of financial products, asset classes, and market trends - Expertise in providing investment advisory and portfolio management services - Skills in sales and business development within the financial services domain - Proficiency in using digital platforms and tools for client engagement and investment management - Analytical and decision-making abilities to support profitable investment strategies - Educational qualification in Finance, Business, Economics, or a related field; additional certifications like NISM or CFA are a plus - Proven experience in financial services or a similar role is highly desirable
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Relationship Manager
3 weeks ago
Chennai, India Abakkus Asset Manager Private Limited Full timeJob Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...
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Relationship Manager
2 weeks ago
Patna, India Whatjobs IN C2 Full timeOne of the Largest Heritage Brokers is hiring for Relationship Manager for Patna It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus...
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Relationship Manager
1 day ago
Patna, Bihar, India R Patel Wealth Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionR Patel Wealth, established in 1990, is a highly regarded Mutual Fund Distribution Firm dedicated to fostering a culture of saving and building wealth through long-term investments. The firm prioritizes simplifying the complexities of investing, making it accessible and actionable for its clients. With a strong foundation in delivering...
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Relationship Manager
3 weeks ago
Patna, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Company the RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth...
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Relationship Manager
2 weeks ago
Patna, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Company the RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth...
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Relationship manager
2 weeks ago
Patna, India Anand Rathi Share And Stock Brokers Ltd Full time```htmlAbout the Companythe RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth...
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Relationship Manager
24 hours ago
Patna, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Company the RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth...
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Relationship manager
2 weeks ago
Patna, India Anand Rathi Share And Stock Brokers Ltd Full time```html About the Company About the Role The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth...
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Relationship Manager
3 weeks ago
Patna, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Companyhttps://anandrathi.com/About the RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also...
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Relationship Manager
3 weeks ago
Patna, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Companythe RoleThe Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth...
