The 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 strong ties with them by designing & implementing their financial plans; Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.

Mutual
Funds, PMS, Structured Products.

Experience of advising clients across asset classes.

The Relationship
Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.

Advising




Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. .

Pay: ₹20,000.00 - ₹55,000.00 per month

Advantages:

- Cell phone reimbursement
- Health insurance
- Leave encashment
- Life insurance
- Provident Fund

Education:

- Bachelor's (Preferred)

Experience:

- Investment banking: 1 year (Preferred)

Work Location: In person

📌 Relationship Manager (India)
🏢 Anand Rathi shares And Stock Brokers
📍 India