Anand Rathi - Relationship Manager/Wealth Manager

Key Job Responsibilities -

- To Develop & Manage Client relationships in order to enhance and acquire more AUM.

- Align AUM as per Client's Financial Strategy to reduce Risk, Cost, & Tax also to enhance. desired returns & Volatility of the portfolio.

- Review/Service portfolio to create a wow experience for clients.

- On board new relationships - Client acquisition

- Conduct Marketing activities to increase no of clients managed.

- Learn new skills and knowledge to service clients better.

- To maintain full ethics in providing services and analysis.

- Work closely with the product teams for delivering specialized advice.

Experience Minimum: 3-10 yrs.

- Preferred candidates with Good Stability at least 3 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.