Pcg Advisor and Relationship Manager

22 hours ago

Delhi, Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per year

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 has rapidly expanded to over 350 locations across India and internationally in Dubai, Hong Kong, and New York. With over 4,000 professionals, Anand Rathi offers services including investment across asset classes, private wealth management, institutional equities, investment banking, insurance broking, and NBFC. The company is dedicated to providing expert research and advisory to maximize client investment returns.

Role Description

This is a full-time on-site role for a Pcg Advisor and Relationship Manager (Sales and Advisory) at Anand Rathi Share and Stock Brokers Ltd. in Delhi, India. The primary responsibilities include managing and advising a portfolio of high-net-worth clients, developing and implementing investment strategies, providing expert financial advice, building and maintaining client relationships, and achieving sales targets. Additionally, the role involves conducting regular portfolio reviews, identifying new business opportunities, and staying updated on market trends and financial products to better serve clients.

Qualifications

  • Experience in wealth management, financial advisory, and investment strategy development
  • Strong sales skills and experience in achieving sales targets
  • Excellent client relationship management and communication skills
  • Ability to conduct thorough research and provide expert financial advice
  • Proficiency in financial products and market trends
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field
  • Relevant certifications such as CFP (Certified Financial Planner) or equivalent are a plus
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team

  • Relationship Manager

    3 weeks ago

    Delhi, Delhi, India STAFFIAA Full time

    Job Title Relationship Manager - Loan Against Property LAP and Micro LAPLocation DelhiSalary upto 4 LPARole Overview The Relationship Manager will be responsible for managing and expanding a portfolio of clients seeking Loan Against Property LAP and Micro LAP solutions This role involves developing strong client relationships understanding their...

  • Financial Advisor

    2 weeks ago

    Delhi, Delhi, India Peergrowth Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Role OverviewWe are seeking an experiencedFinancial Advisorto join our investment management team. The ideal candidate will be responsible for providing comprehensive financial planning, investment advice, and portfolio management solutions to clients, helping them achieve their financial goals while ensuring regulatory compliance.Key ResponsibilitiesBuild...

  • Client Relationship Manager

    4 weeks ago

    Delhi, Delhi, India Spectral Consultants Full time

    Job Title: Client Relationship Manager Location: Pitampura , Delhi Employment Type: Full-Time About Us: We are a specialized Talent Acquisition & Business Solutions partner helping global clients achieve their growth and transformation goals.To expand our client network and strengthen market presence, we're looking for a dynamic and results-driven Client...

  • Client Relationship Manager

    4 weeks ago

    Delhi, Delhi, India Spectral Consultants Full time

    Job Title: Client Relationship ManagerLocation: Pitampura ,DelhiEmployment Type: Full-TimeAbout Us:We are a specialized Talent Acquisition & Business Solutions partner helping global clients achieve their growth and transformation goals. To expand our client network and strengthen market presence, we're looking for a dynamic and results-driven Client...

  • Client Relationship Manager

    4 weeks ago

    Delhi, Delhi, India Spectral Consultants Full time

    Job Title: Client Relationship Manager Location: Pitampura ,Delhi Employment Type: Full-Time About Us: We are a specialized Talent Acquisition & Business Solutions partner helping global clients achieve their growth and transformation goals. To expand our client network and strengthen market presence, we're looking for a dynamic and results-driven...

  • Senior Sales Advisor

    4 weeks ago

    Delhi, Delhi, India Aditya Birla Fashion and Retail Ltd. Full time

    Job Description#Hiring#RalphLauren#DelhiNCRSales Advisor/Senior Sales Advisor

  • Relationship Manager

    20 hours ago

    Delhi, Delhi, India BimaKavach Full time ₹ 8,00,000 - ₹ 20,00,000 per year

    Role: Relationship Manager (Retention & Cross Sales) - GurugramLocation:Gurugram, HR Open Roles:1Compensation:Market-leading + performance incentivesJoining:ASAPWho Are We?BimaKavach is reimagining how Indian businesses access protection - with technology, speed, and simplicity at the core of everything we do.We proudly serve4,000+ companies, including names...

  • Sales Advisor

    2 days ago

    Delhi, Delhi, India MN Energy and Infra Private Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionMN Energy specializes in residential, commercial, and industrial solar power systems, offering comprehensive solutions from system design to installation, maintenance, and monitoring. Their solar power solutions optimize efficiency and cost savings. The company has strong ties with global leaders in renewable energy for PPA model projects....

  • Relationship Manager

    4 days ago

    Delhi, Delhi, India Rising Advisory Services Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Job Description SummaryWe are seeking an experienced Relationship Executive who will be responsible for building and maintaining strong relationships with clients by understanding their tax and financial needs, providing personalized advice, cross-selling relevant tax, investments and financial banking products and services, and actively seeking new business...

  • Client Relationship Manager

    21 hours ago

    Delhi, Delhi, India Spectral Consultants Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Title: Client Relationship ManagerLocation:Pitampura ,DelhiEmployment Type:Full-TimeAbout Us:We are a specialized Talent Acquisition & Business Solutions partner helping global clients achieve their growth and transformation goals. To expand our client network and strengthen market presence, we're looking for a dynamic and results-drivenClient...