High Net Worth Client Manager
2 days ago
Role Overview
We are seeking a skilled Relationship Manager to join our team at Anand Rathi Share and Stock Brokers Ltd. As a key member of our wealth management team, the successful candidate will be responsible for acquiring and managing high net worth relationships.
Key Responsibilities
- Acquire and manage high net worth relationships
- Develop and implement financial plans tailored to the needs of affluent clients
- Provide expert advice on investment opportunities and portfolio management
- Collaborate with product and research teams to determine suitability of investment products for clients
- Conduct business development activities, including seminars and workshops
Requirements
- Proven experience working in a private bank or wealth management setup
- Knowledge of mutual funds, PMS, and structured products
- Ability to analyze client needs and provide tailored solutions
- Strong communication and interpersonal skills
- Minimum of 3-4 years of stability in previous roles
What We Offer
A dynamic and supportive work environment, opportunities for professional growth, and a competitive compensation package.
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