Relationship Manager

Job Description

About us. Anand Rathi Wealth Limited,a NSE 500 listed company has, since 2002, been in the business of Private Wealth, catering to high net worth individuals (HNIs). We are also registered with AMFI as a Mutual Fund Distributor overseeing AUM of over INR Rs. 59,351 crores across 9,911 families in India and globally.Job Role: Relationship ManagerJob location: Mysore, Mangalore, Bangalore & UAEKey Job Responsibilities -- To Develop & Manage Client relationships in order to enhance and acquire more AUM.- Align AUM as per Clients 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 companyCriteria 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.

Keyskills :
relationship managementrelationship building