Relationship Manager - Preferred - Vadodara @ Anand Rathi Financial

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Relationship Manager - Preferred - Vadodara

Anand Rathi Financial
1 Positions
Vadodara
7 months ago
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Job Description

PRE-REQUISITES: -

Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
Selling of products : Mutual Funds, Portfolio Management Services, 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 hidden_email or whatsapp on hidden_mobile for further discussion .

Employement Category:

Employement Type: Full time
Industry: Financial Services
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Relationship Manager - Preferred - Vadodara

Contact Details:

Company: Anand Rathi Financial
Location(s): Vadodara

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Keyskills: portfolio management hni acquisition investment advisory wealth management hni client handling pms aif

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Anand Rathi Financial

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 insurance. With presence at ...

Relationship Manager - Preferred - Vadodara @ Anand Rathi Financial

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