- 经验
- 3年以上
- 薪水
- INR 800,000 – INR 1,800,000 / year
- 职位空缺
- 1
- 发布
- 1周前
- 工作模式
- 在办公室
- 学历
- Any Graduate
- 合格
- Graduates or candidates without graduation are eligible to apply.
- 恢复
- 需要申请
你的工作地点
职位描述
About Anand Rathi Group
Anand Rathi Group stands as one of India's rapidly expanding full-service securities firms. Its offerings cover a vast array of financial services including Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage, and Distribution across equities, commodities, mutual funds, and insurance sectors. With footprints in over 180 locations, the group serves reputed Corporate Groups, Institutions, Foreign Investors, and Individuals to fulfill their financial needs.
Role Summary
The Preferred Relationship Manager serves as the primary face of the business and the crucial final touchpoint for clients. This role is responsible for onboarding and nurturing High Net Worth Individuals (HNIs), ensuring their needs are met with superior service quality. The manager is expected to build strong relationships by crafting and implementing tailored financial plans, and ensuring clients follow expert financial guidance.
Key Prerequisites
- Previous experience as a Relationship Manager within Private Banking or Wealth Management environments.
- Proven track record in selling financial products such as Mutual Funds, Portfolio Management Services (PMS), and Structured Products.
- Experience in managing clients possessing investments of Rs. 1 crore and above.
- Capability to advise clients on diverse asset classes.
- Strong analytical abilities and teamwork skills.
- Demonstrated stability with minimum 3-4 years tenure in current and past organizations.
Primary Responsibilities
- Acquire and maintain relationships with Affluent and Super Affluent clients classified as Preferred clients.
- Manage and expand Assets Under Management (AUM) from preferred clients across Mutual Funds, PMS, and Structured Products.
- Provide comprehensive investment advice and portfolio management services to deepen client investments.
- Identify and pursue high-value client acquisition opportunities within the Affluent and Super Affluent market segment.
- Stay informed on investment trends and financial market developments to evaluate appropriate inclusion in client portfolios.
- Collaborate closely with product and research teams (Centralized CFP Team) to inform investment decisions.
- Organize and participate in seminars, workshops, and other initiatives aimed at business growth.