Anand Rathi - Preferred Relationship Management Role - Wealth

ROLES & 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.

PRE-REQUISITES: -

- 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.