Preferred wealth manager

2 weeks ago


Narela, India Anand Rathi Share And Stock Brokers Ltd Full time
Hi,
We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location.
Job Description for Preferred Relationship Manager -Wealth
SUMMARY: -
The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
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 clients 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.
Please share profiles on or whatsapp on 9920799578 for further discussion.
Regards
Pushpa Jaiswar
Human Resource
Anandrathi Group
  • Wealth manager

    2 weeks ago


    Narela, India Talent Leads HR Solutions Pvt Ltd Full time

    AVP - Institutional SalesBusiness Unit: Institutional SalesPrincipal Accountabilities:This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory for Family offices.You Will Be Responsible For:Handling Family offices ClientsLiaising for ...

  • Wealth Manager

    2 weeks ago


    Narela, India Talent Leads HR Solutions Pvt Ltd Full time

    AVP - Institutional SalesBusiness Unit:Institutional SalesPrincipal Accountabilities:This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory for Family offices.You Will Be Responsible For:HandlingFamily officesClientsLiaising forwealth...


  • Narela, India IIFL Capital Services Limited Full time

    Key Responsibilities: Client Relationship Management:Manage and grow a portfolio of High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).Provide tailored financial advice by understanding clients' goals, risk profiles, and investment preferences.Investment Advisory & Sales:Offer a wide range of investment products, including...


  • narela, India IIFL Capital Services Limited Full time

    Key Responsibilities:Client Relationship Management:Manage and grow a portfolio of High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).Provide tailored financial advice by understanding clients' goals, risk profiles, and investment preferences.Investment Advisory & Sales:Offer a wide range of investment products, including equity,...


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

    We are seeking an experienced High Net Worth Relationship Manager to join our team at Anand Rathi Share and Stock Brokers Ltd. in Delhi.This is a challenging role that requires the ability to build and maintain strong relationships with high net worth individuals, providing them with expert financial advice and management services.The ideal candidate will...

  • Product engineer

    8 hours ago


    Narela, India VenEx Full time

    Keen to build a High Impact Startup?Hop on-board Ven Ex. Unlock innovation in the world.Ven Ex is building innovative applications in the compensation and performance assessment space. One of its application is a new-age compensation and wealth-sharing solution to boost capital-efficient growth, team motivation and alignment for businesses and predictable...

  • Product Engineer

    2 days ago


    Narela, India VenEx (Neo Ever Inc.) Full time

    Keen to build a High Impact Startup?Hop on-board VenEx. Unlock innovation in the world.VenEx is building innovative applications in the compensation and performance assessment space. One of its application is a new-age compensation and wealth-sharing solution to boost capital-efficient growth, team motivation and alignment for businesses and predictable...


  • Narela, India Aidentifi Full time

    Opportunity to build market leading consumer and wellness business from ground upWealth creation opportunity through equity participationWide responsibility role including strategy building and owning operationsA consortium of accredited investors is building ventures in the wellness and consumer space. We need entrepreneurial individuals with ambition and...


  • Narela, India LTI - Larsen & Toubro Infotech Full time

    Skill-FSC Data Modelling, Household, Insurance Domain, wealth data model, APEX Salesforce, Salesforce TRIGGER, Lightning Web Components (LWC)• 5+ years in enterprise Salesforce development• Expert in Sales & Service Cloud• Experience in Aura & LWC development• Good knowledge in Object oriented programming, database design & design patterns•...


  • narela, India LTI - Larsen & Toubro Infotech Full time

    Skill-FSC Data Modelling, Household, Insurance Domain, wealth data model, APEX Salesforce, Salesforce TRIGGER, Lightning Web Components (LWC)• 5+ years in enterprise Salesforce development• Expert in Sales & Service Cloud• Experience in Aura & LWC development• Good knowledge in Object oriented programming, database design & design patterns•...


  • Narela, India LTI - Larsen & Toubro Infotech Full time

    Skill-FSC Data Modelling, Household, Insurance Domain, wealth data model, APEX Salesforce, Salesforce TRIGGER, Lightning Web Components (LWC)• 5+ years in enterprise Salesforce development• Expert in Sales & Service Cloud• Experience in Aura & LWC development• Good knowledge in Object oriented programming, database design & design patterns•...

  • Project manager

    2 weeks ago


    Narela, India TECNIMONT Full time

    1. Lead a team of engineers and ensure that project milestones are achieved on time and within budget. 2. Review and approve engineering designs, specifications, and technical documentation.3. Collaborate with project managers and other stakeholders to ensure that project requirements are met.4. Identify and address any engineering issues that may arise...

  • Manager sales

    2 weeks ago


    Narela, India Knoxx Foods Full time

    Manager Sales – B2 B (Visa Sponsorship Available) Location: Brisbane and Melbourne, AustraliaAbout Knoxx FoodsKnoxx Foods is a high-quality food ingredients importing company. We source our products from across the world from multiple suppliers. We our goods to packed food manufacturers and food service distributors. With a focus on exceptional...

  • Relationship manager

    2 weeks ago


    Narela, India Redrob Full time

    "Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.”Employer: Gyan Dhan.Position: Relationship ManagerYears of Experience: 1+ YearsCommunity Location: New Delhi, Pune, Mumbai, Ahmedabad and VadodaraEmployment Type: Full-TimeCONNECTCompany OverviewMc Kinley Rice is not just...

  • Project manager

    2 days ago


    Narela, India Cyboticx Full time

    Position: Project Manager Location: Greater Delhi Area, India (Remote)Type: Full-TimeAbout the RoleWe are looking for an experienced Project Manager with a strong foundation in computer science and a proven track record in software development project oversight. The ideal candidate will excel at translating technical concepts into clear, concise...

  • Hr & admin manager

    2 weeks ago


    Narela, India MPCL Industries Ltd. Full time

    Company Description MPCL INDUSTRIES Ltd. (Formerly Mangali Petrochem Ltd.) is a leading provider of Oil, Chemicals, Retail Distribution, Sustainable Energy, and Refrigerant Solutions. With a focus on continuous innovation and customer satisfaction, we aim to excel in global fluorine, chemicals, petrochemicals, retail distribution, and sustainable energy...

  • Sales Manager

    2 weeks ago


    Narela, India Blues Bath Fittings Full time

    Job Title: Sales Manager Location: Delhi, IndiaExperience Required: 0-5 Years (Freshers are welcome to apply)About the Role:We are looking for a dynamic and results-oriented Sales Manager to join our team in Delhi. This role is ideal for ambitious individuals eager to kickstart or grow their careers in sales. As a Sales Manager, you’ll work...


  • Narela, India Recykal.com Full time

    The Enterprise Sales Manager at Recykal will play a critical role in driving B2B sales growth, cultivating relationships with key enterprise clients, and executing strategic initiatives to expand our footprint in the sustainability and waste management ecosystem. This individual will focus on identifying and closing high-value opportunities, particularly...


  • Narela, India Wellness At Work Full time

    Position: Computer Vision Developer Location: RemoteType: Part-TimeAbout Us:We are a Singapore-based startup on a mission to transform wellness for professionals and students who spend long hours in front of screens. By harnessing cutting-edge technology, we track user habits, deliver actionable insights, and empower users to enhance their overall...

  • Business Manager

    2 weeks ago


    Narela, India IFB Industries Ltd Full time

    Position: Business Manager- IndustrialLocation : Delhi, Coimbatore , Varanasi, Indore ,Haryana, Jammu & Kashmir , Rajkot , ChhattisgarhQualifications and Skills:Education: BE (preferably with MBA) from a reputed university, good grades, no academic breaks.Experience: 4+ years in B2B sales, preferably in machinery/equipment sectors.Key Skills:Strong learning...