Relationship Manager Private Client Group

2 days ago

Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 28,00,000 per year

Company Description

Anand Rathi is a leading full-service investment bank founded in 1994, providing a wide range of financial services and wealth management solutions to institutions, corporations, high–net worth individuals, and families. With over 350 locations across India and international presence in Dubai, Hong Kong, and New York, the firm has rapidly expanded its operations. Employing over 4,000 professionals, Anand Rathi offers a spectrum of services including Private Wealth, Institutional Equities, Investment Banking, Insurance Broking, and NBFC. The company serves 6.5 lakhs+ registered customers and is renowned for its expert research, advisory services, and meticulous investment assistance.

Role Description

This is a full-time, on-site role for a Relationship Manager in the Private Client Group at Anand Rathi Share and Stock Brokers Ltd., located in Pune. The Relationship Manager will be responsible for managing relationships with high-net-worth clients, providing personalized investment advice, and working closely with clients to understand their financial ambitions. Additionally, tasks include handling client queries, offering timely investment recommendations, conducting portfolio reviews, and ensuring high levels of client satisfaction and retention.

Qualifications

  • Experience in Relationship Management and Client Servicing
  • Strong knowledge in Financial Services, Investment Strategies, and Wealth Management
  • Skills in Sales, Business Development, and Portfolio Management
  • Excellent Communication, Presentation, and Interpersonal Skills
  • Analytical skills with the ability to perform market analysis and investment research
  • Proficiency in digital tools and financial software
  • Bachelor's degree in Finance, Business Administration, or related field
  • MBA or relevant certification (e.g., CFA) is a plus

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