High Net Worth Relationship Manager

2 days ago


Delhi, Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time

About the Role

We are seeking a skilled High Net Worth Relationship Manager to join our team at Anand Rathi Share and Stock Brokers Ltd in Delhi. This is an exciting opportunity for a seasoned professional with experience working in private banking or wealth management.

Responsibilities

  • Acquire and manage high net worth relationships by delivering exceptional service and advice on investment opportunities.
  • Develop and implement customized financial plans for clients across various asset classes.
  • Provide ongoing portfolio management and performance tracking to ensure optimal returns.
  • Collaborate with internal teams, including product and research, to stay up-to-date on market trends and investment opportunities.
  • Participate in business development activities, such as seminars and workshops, to expand client base and deepen existing relationships.

Requirements

  • Minimum 3-4 years of experience in private banking or wealth management.
  • Demonstrated success in acquiring and managing high net worth relationships.
  • Strong analytical skills and ability to work effectively in a team environment.
  • Candidates with prior experience in selling mutual funds, PMS, and structured products will be preferred.
  • Familiarity with financial markets and investment products is essential.

Compensation Package

The estimated annual salary for this position is ₹10 lakhs - ₹20 lakhs (dependent on experience). In addition to a competitive salary, we offer a comprehensive benefits package, including bonuses, health insurance, and retirement plans.

About Us

Anand Rathi Share and Stock Brokers Ltd is a leading brokerage firm providing personalized wealth management services to high net worth individuals. Our experienced team offers expert guidance on investments, financial planning, and wealth creation strategies.



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