Ambitious Financial Portfolio Manager
2 weeks ago
The position of a Relationship Manager is a pivotal role within our organization, Anand Rathi Share and Stock Brokers Ltd. This individual will serve as the primary point of contact for clients, establishing and maintaining strong relationships to deliver exceptional service standards.
Key Responsibilities:
• Acquiring High Net Worth relationships through effective client engagement and relationship management.
• Designing and implementing customized financial plans tailored to each client's unique needs.
• Providing expert advice on various asset classes, including Mutual Funds, PMS, and Structured Products.
• Developing and executing strategies to deepen client relationships and increase wallet share.
• Staying up-to-date with market trends and investment opportunities to provide valuable insights to clients.
• Collaborating with the product and research team to make informed investment decisions.
• Participating in business development activities, such as seminars and workshops, to expand our network.
Requirements:
• Proven experience working in Private Banking or Wealth Management, preferably with a minimum tenure of 3-4 years.
• Strong analytical skills, ability to work in teams, and excellent communication skills.
• Good understanding of Mutual Funds, PMS, and Structured Products.
• Ability to handle and manage clients with an investment amount of Rs 1 Cr and above.
• Candidates with prior experience in selling these products would be preferred.
Salary: ₹50 lakhs - ₹80 lakhs per annum
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