Rathi - Preferred Relationship Manager - Wealth

Role/Profiles - Preferred Relationship Manager

Job Title/ Designation - Manager/Senior Manager

Company Profile https://anandrathi.com/

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

PRIMARY JOB RESPONSIBILITIES:

- To acquire Preferred clients (Affluent & Super Affluent)

- To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients

- To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- To track the Affluent & Super Affluent Client segment in the market for new client acquisition

EXPERIENCE REQUIRED (Minimum 3years):

- Should have 5-8 Years of work experience preferably in Private Bank/Wealth Management set-up

- Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability)

- Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above