Relationship Manager
7 hours ago
Company Description
Anand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm operates over 350 locations across India and has an international presence in Dubai, Hong Kong, and New York. With over 4,000 professionals employed, Anand Rathi specializes in investment services, private wealth, institutional equities, investment banking, insurance broking, and NBFC. The group provides expert research and advisory services to optimize client investments, supported by a variety of high-tech digital platforms and physical touchpoints.
Role Description
This is a full-time on-site role for a Relationship Manager located in Lucknow. The Relationship Manager will be responsible for building and maintaining relationships with clients, providing investment advice, and handling client inquiries. Day-to-day tasks include conducting market research, developing financial solutions, and ensuring client satisfaction through continuous engagement. The role also involves coordinating with various internal departments to offer the best possible services to clients.
Qualifications
- Excellent interpersonal and communication skills to manage client relationships
- Knowledge in financial products and services, and the ability to provide investment advice
- Analytical skills for conducting market research and financial analysis
- Proficiency in using digital platforms and financial tools
- Bachelor's degree in Finance, Business, or a related field; relevant certifications (e.g., CFA) are a plus
- Ability to work on-site and be available for client meetings and discussions in Lucknow
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