Strategic Client Partner

2 weeks ago

Anand, Gujarat, India beBeeRelationships Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Client Relations Manager

We are seeking a skilled Client Relations Manager to join our team.

  • Develop and manage client relationships to enhance and acquire more Assets Under Management (AUM).
  • Align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
  • Review and service portfolios to create a exceptional experience for clients.
  • Onboard new relationships, including client acquisition.
  • Conduct marketing activities to increase the number of managed clients.
  • Stay up-to-date with industry knowledge and skills to provide best-in-class services.
  • Maintain full ethics in providing services and analysis.
  • Collaborate closely with product teams for delivering specialized advice.

At Anand Rathi Wealth Limited, we offer a transparent, data-driven approach to financial success, specializing in wealth creation, risk management, tax planning, and estate planning. We foster a culture of trust, collaboration, and excellence, with locations across India and an international office in Dubai serving clients globally.

Key responsibilities include:

  1. To develop and manage client relationships to enhance and acquire more assets under management.
  2. Align assets under management as per client's financial strategy to reduce risk, cost, and tax also to enhance desired returns & volatility of the portfolio.
  3. Review/service portfolio to create wow experience for clients
  4. On board new relationships -clients acquisition
  5. Conduct Marketing activities to increase no of clients managed
  6. Learn new skills and knowledge to service clients better
  7. To maintain full ethics in providing services and analysis
  8. Work closely with the product teams for delivering specialized advice

About Us: We are certified as a 'Great Place to Work' and have been recognized for our commitment to excellence. Our goal is to empower clients to make informed investment decisions through our transparent, data-backed approach.

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