High Net Worth Client Manager

2 days ago


Jaipur, Rajasthan, India Anand Rathi Share and Stock Brokers Ltd Full time

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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