Strategic Relationship Development Specialist
3 days ago
The Strategic Relationship Development Specialist is the key ambassador of Anand Rathi Share and Stock Brokers Ltd, serving as the primary point of contact for clients. This role involves acquiring high net worth relationships and nurturing them by providing exceptional service standards. The ideal candidate would design and implement tailored financial plans, ensuring clients receive expert advice and execute on it.
Pre-Requisites:
- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
- Selling of products: Mutual Funds, PMS, Structured Products.
- Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
- Experience of advising clients across asset classes.
- Strong analytical skills and ability to work in teams.
- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability).
Roles & Responsibilities:
- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent).
- Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
- Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client's portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
An estimated salary range for this position is approximately ₹8 Lakhs - ₹15 Lakhs per annum, depending on qualifications and experience. If you are a skilled and ambitious professional looking to grow your career, we invite you to consider this exciting opportunity.
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