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, on-site 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 and build long-term trust.
- Solid knowledge of financial markets, investment products, and wealth management concepts; ability to explain these clearly to clients.
- Effective communication and interpersonal skills, including clear verbal and written communication and confident presentation abilities.
- Basic analytical and numeracy skills to interpret research reports, assess risk–return profiles, and support appropriate product recommendations.
- Comfort with using digital apps, trading platforms, and CRM tools; ability to guide clients through digital and branch-based processes.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications (e.g., NISM, SEBI-related) are an advantage.
- Proactive, target-oriented mindset with the ability to work in a quick-paced, regulated financial-services environment.
- Prior experience in broking, investment advisory, banking, or financial services is preferred but not mandatory for strong potential candidates.

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