Senior Client Relationship Specialist
2 days ago
Anand Rathi Share and Stock Brokers Ltd is a leading financial services firm that requires an experienced Senior Client Relationship Specialist to manage high net worth relationships and deliver exceptional client service.
The estimated salary for this role is ₹60 lakhs per annum, based on industry standards and the level of experience required.
Key Responsibilities:
- Acquire new preferred clients through effective relationship building and portfolio management
- Maintain existing relationships with affluent and super affluent clients to increase AUM
- Advising clients on investment opportunities and managing their overall financial portfolios
- Research and stay updated on market trends to identify potential investment opportunities
- Collaborate with product and research teams to make informed investment decisions
Requirements:
- Minimum 3-4 years of experience in private banking or wealth management
- Demonstrated ability to sell mutual funds, PMS, and structured products
- Experience in handling clients with minimum investment amounts of ₹1 Cr and above
- Strong analytical skills and ability to work in teams
Benefits include competitive salary, benefits package, and opportunities for career growth and professional development. If you are a motivated and results-driven individual with a passion for delivering exceptional client service, we encourage you to apply.
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