Anand Rathi - Relationship Manager - Preferred Client Group

Urgently looking for Preferred Relationship Manager

ANAND RATHI is Hiring for premium vertical .

Excellent Opportunity for Relationship Manager in Preferred Client Group based Regional Office at Delhi

Key Job Responsibilities :

- Manage and generate cross sell revenue from preferred clients.

- Acquire preferred clients

- Provide financial planning services to all assigned and acquired preferred clients.

- Responsible for all cross sell related servicing to assigned clients.

- Ensure client meetings as per defined norms.

- Maintain records of business on internal software.

- Liaison with Branches and other Vertical Heads for revenue generation and query resolution.

- Ensure compliance as per various regulator and organization guidelines.

Experience Minimum : 5-14 yrs

Salary CTC : Open + Best Incentives

Looking for candidates with Good Stability at least 2 years in current company.

Criteria for Recruitment :

Qualification : PG/MBA from reputed institute or Graduate from good college. AMFI certification and knowledge of Mutual Funds would be an added advantage.

Pushpa Jaiswar
Human Resource
Anandrathi Financial Services Ltd