Company Description Anand Shree Partners, founded by CEO Ashish Anand Mishra, specializes in financial markets and investment products, with a focus on bonds and unlisted shares. The firm provides expert guidance and access to carefully evaluated investment opportunities, often through SEBI-registered intermediaries where applicable.

Anand Shree

Partners is committed to transparency, client education, and a research-driven approach, helping clients navigate evolving market conditions with confidence. The organization emphasizes informed investing as the foundation of long-term financial success and encourages investors to align decisions with their financial objectives and risk appetite.

Role Description The Relationship Manager role is a full-time, on-site position based in Noida.

The Relationship

Manager will build and maintain strong relationships with individual and institutional clients, understanding their financial goals and risk profiles. Typical responsibilities include advising clients on investment opportunities, coordinating with internal research and operations teams, and ensuring timely communication on portfolio performance and market developments. The role also involves onboarding new clients, conducting regular review meetings, addressing queries and concerns, and ensuring adherence to regulatory and compliance guidelines.

The Relationship





Manager is expected to proactively identify opportunities to deepen client engagement and support the firm’s growth objectives.

Qualifications

- Strong client relationship and communication skills, including the ability to explain financial concepts clearly and build long-term trust.
- Knowledge of financial markets, bonds, and equity investments (including unlisted shares), with a research-oriented and analytical mindset.
- Ability to assess client risk appetite, financial objectives, and suitability of investment opportunities in line with regulatory and compliance standards.
- Experience in sales or business development within financial services, with skills in negotiation, pipeline management, and revenue growth.
- Proficiency in using CRM tools, spreadsheets, and basic financial analysis software to manage client information and reporting.
- Bachelor’s degree in Finance, Commerce, Economics, Business, or a related field; relevant qualified certifications are an advantage.
- Demonstrated capacity to work on-site in a fast-paced environment, collaborate with cross-functional teams, and manage multiple client priorities.
- High ethical standards, attention to detail, and commitment to transparency and investor education.

📌 Relationship Manager (Noida)
🏢 Anand Shree Partners
📍 Noida