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About us. Anand Rathi Wealth Limited, a NSE & BSE listed company has, since 2002, been in the business of Private Wealth, catering to high net worth individuals (HNIs). We are also registered with AMFI as a Mutual Fund Distributor overseeing AUM of over INR Rs. 59,351+ crores across 9,911 families in India and globally.
Job Role: Relationship Manager
Job location: Mysore, Mangalore, Bangalore & UAE
Key Job Responsibilities -
- To Develop & Manage Client relationships in order to enhance and acquire more AUM.
- Align AUM as per Client's Financial Strategy to reduce Risk, Cost, & Tax also to enhance desired returns & Volatility of the portfolio.
- Review/Service portfolio to create a wow experience for clients.
-Client acquisition - On board new relationships -
- Conduct Marketing activities to increase no of clients managed.
- Learn new skills and knowledge to service clients better.
- To maintain full ethics in providing services and analysis.
- Work closely with the product teams for delivering specialized advice.
Experience Minimum: 3-10 yrs.
- Preferred candidates with Good Stability at least 3 years in current company
Criteria for Recruitment: -
- Qualification MBA/CA/CFA from reputed institute
- AMFI certification and knowledge of Mutual Funds would be an added advantage.
