Relationship Manager (Visakhapatnam)

Relationship Manager (Visakhapatnam)

02 Aug
|
Anand Rathi Share and Stock Brokers
|
Visakhapatnam

02 Aug

Anand Rathi Share and Stock Brokers

Visakhapatnam

Company Description Anand Rathi Share and Stock Brokers Ltd. (ARSSBL), part of the Anand Rathi group founded in 1994, is a leading full-service financial services firm offering investment and wealth management solutions to a diverse client base. The group has a strong presence across India with over 95 branches in 57 cities and international offices in Dubai, Hong Kong, and New York, supported by more than 1,850 direct employees and 2,500+ business associates.

ARSSBL focuses on individual clients, providing expert research, advisory services, and a wide array of products across asset classes to help maximize returns on investments. Clients can access services through high-tech digital platforms as well as physical touchpoints, with dedicated channels such as Online, Branch, PCG, Preferred, and Privilege. The firm serves over 650,000 registered customers and operates under SEBI-registered licenses, ensuring compliance and trust in all its offerings.

Role Description The Relationship Manager role is a full-time, on-site position based in the Greater Visakhapatnam Area.

The Relationship

Manager will be responsible for managing and growing a portfolio of clients by understanding their financial goals, recommending suitable investment products, and providing ongoing advisory support. Daily activities include meeting and communicating with clients, explaining market trends and research insights, executing and monitoring transactions, and ensuring timely resolution of client queries.



The role involves collaborating with internal research, operations, and product teams to deliver tailored solutions, as well as using digital platforms and branch-based services to enhance client experience.

The Relationship

Manager is expected to maintain robust client relationships, achieve business targets ethically, and adhere to all regulatory and compliance requirements.

Qualifications

- Strong client relationship management and customer service skills, with the ability to understand and address diverse financial needs.
- Knowledge of financial markets, investment products across asset classes, and basic portfolio management and advisory principles.
- Effective communication, presentation, and interpersonal skills for engaging with retail and high-net-worth clients.
- Comfort with using digital investment platforms, CRM tools, and standard office software to manage client interactions and transactions.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; professional certifications in securities, mutual funds, or wealth management are an advantage.
- Proven experience in broking, banking, financial services, or wealth management, preferably in a client-facing sales or advisory role.
- Ability to work in a target-driven environment while maintaining high ethical standards and complying with SEBI and internal policies.
- Strong analytical and problem-solving abilities, with attention to detail and a proactive approach to client servicing.

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

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