Anand Rathi Wealth Limited | Relationship Manager

2 days ago


mysore, India Anand Rathi Wealth Limited Full time
Wealth Manager - (AVP/ VP)
Minimum Qualification: MBA or PGDM in Finance
REQUIREMENT:
ANAND RATHI is Hiring for premium vertical.
Excellent Opportunity for Relationship Manager in Preferred Client Group based at Mysore.
Key Job Responsibilities -
· To Develop HNI Clients & Manage Client relationships in order to enhance and acquire more ASSET UNDER MANAGEMENT (AUM).
· Align AUM as per Client’s Financial Strategy to reduce Risk, Cost, & Tax also to enhance
desired returns & Volatility of the portfolio.
· Review/Service portfolio to create a wow experience for clients
· On board new relationships -Clients acquisition
· Conduct Marketing activities to increase no of clients managed
· Learn new skills and knowledge to service clients better
· To maintain full ethics in providing services and analysis
· Work closely with the product teams for delivering specialized advice
Experience Minimum: 3-10 yrs.
Preferred candidates with Good Stability at least 3 years in current company
Criteria for Recruitment:-
Preferred candidate should Ideally be familiar with Mysore region (Preferably Native), or handled Mysore market in past with relevant work experience in handling particularly HNI Clients

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