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Client Relationship Executive

1 week ago

Vadodara, Gujarat, India Anand Rathi Share And Stock Brokers Ltd Full time
Role Description:
As a Client Relationship Executive at Anand Rathi Share And Stock Brokers Ltd, you will be responsible for maintaining strong relationships with high-net-worth clients and generating revenue through AUM. Your primary focus will be on delivering exceptional services, ensuring clients' financial plans are executed efficiently.

About the Role:
The ideal candidate will possess prior experience working in a Private Bank/Wealth Management setup, with a proven track record of advising clients across asset classes. You will be responsible for designing and implementing customized financial plans, as well as monitoring market trends to optimize client portfolios.

Key Responsibilities:
- Maintain strong client relationships and generate AUM from preferred clients
- Advise clients on investments and manage their overall financial portfolio
- Monitor market trends and optimize client portfolios

Requirements:
- 3-4 years of stability in previous companies
- Strong analytical skills and ability to work in teams
- Good understanding of mutual funds, PMS, and structured products