Strategic Asset Growth Professional

2 days ago


Dombivli, Maharashtra, India beBeeFinancial Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Key Relationship Manager Role

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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