Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdAhmedabad, Gujarat, India30+ days ago
Job descriptionThe Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.
The Preferred Relationship Manager-Preferred 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.
Pre-Requisites : -
- Relationship Managers with prior experience working in a Private Bank / Wealth Management set up.
- Selling of products : Mutual Funds, PMS, Structured Products.
- Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
- Experience of advising clients across asset classes.
- Strong analytical skills and ability to work in teams.
- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)
Roles and Responsibilities : -
Create a job alert for this search
Relationship Manager • Ahmedabad, Gujarat, India
Related jobs
- Promoted
Relationship Manager Corporate Banking
CareerfitAhmedabad, Gujarat, India MBA in Finance, Marketing, or equivalent field.Relationship Manager – Corporate Banking.We are seeking a dynamic and client-focused Relationship Manager to drive corporate banking and business deve...Show moreLast updated: 14 days ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdahmedabad, gujarat, in You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 15 days ago
- Promoted
Relationship Manager
PetpoojaAhmedabad, Gujarat, India We are seeking a dynamic and field-oriented Sales Executive to promote and sell the Petpooja Restaurant Billing Platform and Value-Added Services (VAS).
The role involves lead generation through fie...Show moreLast updated: 8 days ago
- Promoted
Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialNadiad, India We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households.
This role involves acquiring new clients,...Show moreLast updated: 19 days ago
- Promoted
Senior Premier Relationship Manager
ConfidentialAhmedabad, India Area of Interest : Branch and Retail Banking.Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.
We help our customers to take care of their d...Show moreLast updated: 17 days ago
- Promoted
Relationship Manager
Britts Imperial UCGandhinagar, IN At Britts Imperial Education Group UAE, we value creativity, collaboration and innovation and look forward to welcoming a new team member who shares these values.
We strive to promote diversity and ...Show moreLast updated: 1 day ago
- Promoted
Investment Relationship Manager
HDFC securitiesAhmedabad, Republic Of India, IN Relationship Manager / Senior Relationship Manager - Ahmedabad.Execution of trade orders on behalf of clients.Building relationships with clients & educating them about Investments.Buying and selling...Show moreLast updated: 13 days ago
- Promoted
Senior Relationship Manager - All
ConfidentialAnand Build and maintain strong relationships with clients.Understand client needs and suggest suitable solutions.Handle client queries and solve problems quickly.
Work closely with internal teams (sales,...Show moreLast updated: 30+ days ago
- Promoted
Senior Relationship Manager
HDFC securitiesAhmedabad, Gujarat, India Relationship Manager / Senior Relationship Manager - Ahmedabad.Execution of trade orders on behalf of clients.Building relationships with clients & educating them about Investments.Buying and selling...Show moreLast updated: 30+ days ago
- Promoted
Client Relations Lead
Anand Rathi Share and Stock Brokers LtdAhmedabad, Republic Of India, IN The Preferred Relationship Manager-Preferred 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 Ne...Show moreLast updated: 30+ days ago
- Promoted
Priority Relationship Manager - NR
ConfidentialAhmedabad, India Acquisition of NRI clients & crossell of wealth products.Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products [Curr...Show moreLast updated: 2 days ago
- Promoted
Systematix Group - Relationship Manager
Systematix GroupAhmedabad, India About the Company : - Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities,...Show moreLast updated: 27 days ago
- Promoted
Premier Client Relationship Advisor
Anand Rathi Share and Stock Brokers LtdAhmedabad, Republic Of India, IN The Preferred Relationship Manager-Preferred 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 Ne...Show moreLast updated: 30+ days ago
- Promoted
Client Relationship Manager
Anand Rathi Wealth LimitedAhmedabad, Republic Of India, IN An Account Manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.Financial Planning, Portfolio Strategy and Reporting.
Assisting the RM in making of fi...Show moreLast updated: 30+ days ago
- Promoted
GetFive - Senior Relationship Manager - Debt
GetfiveAhmedabad,Gujarat, India Name of the organization Getfive Advisors Pvt.SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad.
The firm specializes in IPOs and pre-IPO private equity fund-raising and ...Show moreLast updated: 30+ days ago
- Promoted
Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialAhmedabad, India We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients.
This role involves acquiring new clients, deepeni...Show moreLast updated: 19 days ago
- Promoted
Relationship Manager
Motilal Oswal Financial Services LtdGandhinagar, IN Motilal Oswal Financial Services (MOFSL).Identify and onboard new clients to expand the customer base and strengthen relationships.
Promote and cross-sell a wide range of third-party investment prod...Show moreLast updated: 7 days ago
- Promoted
Business Relationship Manager
cmsMindsAhmedabad, Republic Of India, IN The Project / Account Manager will drive business growth by building strong client relationships, closing new deals, and ensuring clients are delighted throughout every project phase.This hybrid role...Show moreLast updated: 1 day ago