Job DescriptionThe Relationship Manager 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 solid ties with them by designing & implementing their financial plans;

and then by ensuring that they receive and execute on the right advice.

NPre-Requisites: -

NRelationship Managers with prior experience working in a Private Bank/Wealth Management set up.

NSelling of products: Mutual Funds, PMS, Structured Products.

NHandle and manage clientswith a minimum Investment amount of Rs 1 Cr and above.

NExperience of advising clients across asset classes.

NStrong analytical skills and ability to work in teams.

NCandidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability)

NRoles & Responsibilities: -





NThe Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)

NMaintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.

NAdvising Affluent & SuperAffluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients

NTrack the Affluent & Super Affluent Client segment in the market for new client acquisition

NTo research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client's portfolios.

NTo coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

NTo conduct and assist in organizing seminars, workshops and other business development activities.

NFor further queries or assistance kindly contact on [email protected] or WhatsApp on (phone hidden).

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