Job DescriptionThe Preferred Relationship Manager-Preferred 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. NPre-Requisites: - Nn Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Nnn Selling ofproducts : Mutual Funds, PMS, Structured Products. Nnn Handle andmanage clients with a minimum Investment amount of Rs 1 Cr and above. Nnn Experienceof advising clients across asset classes. Nnn Solid analytical skills and ability to work in teams. Nnn Candidateshaving good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) NnRoles and Responsibilities:



- Nn The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Nnn Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Nnn Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Nnn Track the Affluent & Super Affluent Client segment in the market for new client acquisition Nnn To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. Nnn To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. Nnn To conductand assist in organizing seminars, workshops and other business development activities. N

📌 Preferred Relationship Manager (Sabarmati River)
🏢 Anand Rathi Share and Stock Brokers
📍 Sabarmati River