- 经验
- 3年以上
- 薪水
- INR 600,000 – INR 1,600,000 / year
- 职位空缺
- 1
- 发布
- 2天前
- 工作模式
- 在办公室
- 学历
- Graduation Not Required
- 合格
- No formal graduation required; open to all candidates meeting experience prerequisites.
- 恢复
- 需要申请
你的工作地点
职位描述
About Anand Rathi Wealth Limited
Anand Rathi Wealth Limited is a prominent Indian non-bank wealth management firm focused on serving high-net-worth and ultra-high-net-worth clients. As part of the Anand Rathi Group, it offers a broad range of wealth solutions such as investment advisory, portfolio management, estate planning, and succession planning. The company operates on a client-centric approach utilizing technology-driven platforms, detailed research, and skilled relationship managers to help clients maintain and grow their wealth.
Job Summary
The Preferred Relationship Manager role represents the primary point of contact for clients, handling acquisition, management, and retention of High Net Worth clients by providing tailored financial plans and ensuring execution of optimal advice.
Requirements
- Prior experience in a private banking or wealth management environment.
- Proficiency in selling mutual funds, portfolio management services, and structured products.
- Capability to manage clients with investments of 1 crore INR or above.
- Experience advising across various asset classes.
- Strong analytical skills and ability to collaborate effectively in teams.
- Demonstrated job stability with at least 3-4 years in current and previous roles.
Roles and Responsibilities
- Acquire and manage affluent and super-affluent clients.
- Maintain client relationships and generate assets under management involving mutual funds, PMS, and structured products.
- Offer comprehensive investment advice and manage clients' overall financial portfolios, focusing on expanding wallet share.
- Monitor affluent client segments to identify and acquire new clients.
- Conduct in-depth research and keep abreast of financial markets to align investment opportunities with client portfolios.
- Collaborate with product and research teams for sound investment decision-making.
- Support and organize seminars, workshops, and various business development efforts.
Additional Information
This position is for the Lucknow location. Interested candidates are invited to share their profiles for further discussion.