Urgently looking For Preferred Relationship
- Anand Rathi Share
- 5 - 10 years
- Bengaluru
- 3 years ago
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Job Description
Hi,
We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Bangalore location.
Designation: - Sr. Manager / AVP
Job Description for Preferred Relationship Manager -Wealth
SUMMARY: -
The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
PRE-REQUISITES: -
- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
- Selling of products : Mutual Funds, PMS, Structured Products.
- 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 3-4 yrs of stability)
ROLES & RESPONSIBILITIES: -
- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
- Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) 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.
Please share profiles on pu**********r@ra**i.com or call on 9920799*** for further discussion .
Regards
Pushpa Jaiswar
Human Resource
Anandrathi Group
Job Classification
Industry: Banking, Financial Services, BrokingFunctional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Investment Banking
Role: Investment Banking
Employement Type: Full time
Education
Under Graduation: Graduation Not Required, Any Graduate in Any SpecializationPost Graduation: Any Postgraduate in Any Specialization, Post Graduation Not Required
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required
Contact Details:
Company: Anand Rathi ShareAddress: 201 & 301, Earth Arise Building, Near YMCA Club Makaraba ,S.G.Highway, Ahmedabad- 380054.
Location(s): Bengaluru
Keyskills: wealth wealth manager Investment Banking Portfolio HNI Acquisition HNI Client Handling Wealth Management preferred relationship manager HNI Sales Relationship Management aum preferred banking portfolio management mutual funds Investment Analysis structured products
Anand Rathi Share
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 & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insur...
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