
Strategic Asset Growth Professional
2 days ago
We are seeking a seasoned Key Relationship Manager to join our team in Dombivli, India. This position involves developing and managing client relationships to enhance and acquire more Assets Under Management (AUM).
- Develop and manage client relationships to enhance and acquire more AUM.
- Align AUM as per client's financial strategy to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
- Review and service portfolios to create a wow experience for clients.
- Onboard new relationships and acquire new clients.
- Conduct marketing activities to increase the number of clients managed.
- Learn new skills and knowledge to better serve clients.
- Maintain full ethics in providing services and analysis.
- Work closely with product teams for delivering specialized advice.
As a Key Relationship Manager at Anand Rathi Wealth Limited, you will have the opportunity to work with high-net-worth individuals and ultra-high-net-worth individuals, providing them with expert financial advice and guidance. You will also be part of a dynamic team that is committed to simplifying wealth creation for our clients.
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Strategic Growth Driver
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IT Asset Management Specialist
5 days ago
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Product Growth Professional
3 days ago
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Strategic Growth and Mergers Expert
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Fixed Assets Management Professional
1 week ago
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