Strategic Partnership Manager

1 week ago


Udaipur, Rajasthan, India beBeeRelationship Full time ₹ 10,00,000 - ₹ 12,50,000

Anand Rathi Wealth Limited is a leading company in wealth creation for High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals.

Our approach is transparent, data-backed, and objective-driven, specializing in wealth creation, risk management, tax planning, and estate planning.

We foster a culture of trust, collaboration, and excellence, certified as a 'Great Place to Work.'

We have over 18 locations across India and an international office in Dubai, serving clients globally and empowering them to make informed investment decisions.

  • To develop and manage client relationships to enhance and acquire more Assets Under Management (AUM).
  • To align AUM with clients' financial strategies, reducing risk, cost, and tax while enhancing desired returns and portfolio volatility.
  • To review and service portfolios, creating a wow experience for clients.
  • To onboard new relationships and acquire new clients.
  • To conduct marketing activities to increase the number of clients managed.
  • To learn new skills and knowledge to better serve clients.
  • To maintain full ethics in providing services and analysis.
  • To work closely with product teams for delivering specialized advice.


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