Preferred Relationship Manager - Bangalore

Overview

Anand Rathi Group, a leading securities firm providing Wealth Management, Investment Banking, Corporate Finance, Brokerage, and Distribution services across equities, commodities, mutual funds, and insurance, is urgently seeking a Preferred Relationship Manager in Bangalore. This role is pivotal in acquiring and managing High Net Worth Individuals (HNIs) by delivering top-notch financial advisory and personalized wealth management solutions.

Key Responsibilities

• Acquire and manage affluent and super-affluent client relationships, ensuring retention through exceptional service delivery.
• Generate Assets Under Management (AUM) focusing on mutual funds, Portfolio Management Services (PMS), and structured financial products.
• Advise clients comprehensively on their investments, developing tailored financial plans and expanding the client’s portfolio depth.
• Continuously monitor affluent client segments in the market to identify and secure new client acquisition opportunities.
• Conduct research and stay informed about financial market trends and investment opportunities to provide relevant advice aligned with client portfolios.
• Coordinate closely with product and research teams, including the centralized Certified Financial Planner (CFP) team, to formulate appropriate investment decisions.
• Support business growth initiatives by organizing seminars, workshops, and related development activities.

Candidate Profile and Requirements

• Experienced Relationship Managers with a background in Private Banking or Wealth Management settings.
• Proven track record in selling mutual funds, PMS, and structured products to clients.
• Capability to handle clients with investment portfolios of at least Rs. 1 crore or higher.
• Expertise advising clients across multiple asset classes.
• Strong analytical skills coupled with teamwork ability.
• Stable career history demonstrating a minimum tenure of 3–4 years in current and previous roles.

Eligibility and Education

Applicants with any graduation level or without a formal degree are eligible to apply.

Additional Information

Designation for this role includes Senior Manager or Assistant Vice President (AVP) level positions. Anand Rathi Group operates across more than 180 locations in India, serving corporate groups, institutions, foreign investors, and individuals. Candidates should be dynamic and result-driven to align with the organization’s rapid growth ambitions.