From 3 to 8 year(s) of experience
₹ 5,00,000 - 10,00,000 P.A.
Roles and Responsibilities
The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client segment in the market for new client acquisition
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
- Relationship Managers with prior experience working in a Private bank/wealth management set up.
- Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
- Experience of advising clients across asset classes.
- Strong analytical skills and ability to work in teams.
- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)
Desired Candidate Profile
Ability to inspire trust and confidence in clients.
Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
Good oral and written communication skills with clarity of thought, speech and expression
Good interpersonal skills
Good Analytical Skills
Positive attitude, socially effective, high level of perseverance and patience
Assertive & hard working
An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience Minimum 3-15 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.
Head - Recruitment
5,00,000 - 10,00,000 P.A.
Recruitment & Talent Acquisition
Full Time, Permanent
Wealth ManagementPortfolio ManagementRM
Anand Rathi Group is one of India€™s fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance &amp; Advisory, Brokerage &amp; Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates .