19 Aug
|
Anand Rathi Share and Stock Brokers
|
Surat
19 Aug
Anand Rathi Share and Stock Brokers
Surat
Company Description Anand Rathi Share and Stock Brokers Ltd. (ARSSBL) is part of the Anand Rathi group, a leading full-service financial services firm founded in 1994. The group provides comprehensive investment and wealth management solutions to individuals, families, institutions, and corporations across India and international locations including Dubai, Hong Kong, and New York. With over 4,000 professionals and a presence in more than 350 locations, the group offers services spanning investment products across asset classes, private wealth, institutional equities, investment banking, insurance broking, and NBFC. ARSSBL focuses on individual clients, providing expert research, advisory, and a wide array of investment products through high-tech digital platforms and physical branches. The company serves over 650,000 registered customers through multiple channels such as Online, Branch, PCG, Preferred, and Privilege, backed by SEBI-registered licenses.
Role Description This is a full-time, in office Relationship Manager role based in Surat.
The Relationship Manager will be responsible for managing and growing a portfolio of individual clients, understanding their financial goals, and recommending suitable investment products across asset classes. Daily activities include engaging with clients through meetings and calls, explaining research-based recommendations, executing transactions, and ensuring timely follow-up and service resolution. The role involves coordinating with research and advisory teams, assisting clients with digital platforms and branch services, and maintaining accurate records of client interactions and investment strategies. The Relationship Manager will also work to enhance client satisfaction, improve retention, and achieve assigned business and revenue targets in line with company guidelines and regulatory requirements.
Qualifications
Strong client relationship management and customer-service skills, with the ability to understand client needs
📌 Relationship Manager (Surat)
🏢 Anand Rathi Share and Stock Brokers
📍 Surat