Relationship Manager - Preferred - Wealth
Anand Rathi Group · Ahmedabad · onsite · Posted 34d ago
About a minute. You'll make an account on the way through.
About this role
Role & responsibilities
- Responsible for acquiring preferred clients (Affluent & Super Affluent).
- Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
- Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio.
- Deepening the wallet from existing clients.
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
- Research, investigate and update themselves on available investment opportunities/financial market trends.
- Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients.
- Conduct and assist in organizing seminars, workshops and other business development activities.
Sourced from naukri
Skills
About Anand Rathi Group
Anand Rathi Group
Mumbai, Maharashtra
India
₹8.1L PA avg
Avg at Anand Rathi Group
About
Anand Rathi Group is one of India's fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates .
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