Designation: - Sr. Manager / AVP

Job Description for Preferred Relationship Manager -Wealth

SUMMARY: -

The Relationship Manager-Wealth 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.

PRE-REQUISITES: -

 Relationship Managers with prior experience working in a Private Bank/Wealth Management

set up.

 Selling of products : Mutual Funds, PMS, Structured Products.

 Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.

 Experience of advising clients across asset classes.

 Robust analytical skills and ability to work in teams.

📌 Relationship Manager (India)
🏢 Anand Rathi
📍 India