Relationship Manager Private Client Group

Company Description

Anand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm operates over 350 locations across India with an international presence in Dubai, Hong Kong, and New York. Employing over 4,000 professionals globally, Anand Rathi specializes in Investment Services, Private Wealth, Institutional Equities, Investment Banking, Insurance Broking, and NBFC. Known for delivering expert research and advisory services, the firm ensures clients receive top investment recommendations and strategies.

Role Description

This is a full-time, on-site role located in Pune for a Relationship Manager in the Private Client Group. The Relationship Manager will be responsible for managing and deepening client relationships, providing financial and investment advice, and ensuring client satisfaction. Daily tasks include generating leads, developing customized investment strategies, maintaining updated client portfolios, and aligning investment solutions with client goals. The role requires close collaboration with research analysts and other internal teams to deliver exceptional service and optimize returns for clients.

Qualifications

• Experience in financial advisory, wealth management, and investment strategy
• Strong understanding of financial products, market trends, and investment tools
• Excellent communication, interpersonal, and client management skills
• Proficiency in financial analysis, portfolio management, and risk assessment
• Ability to work independently and as part of a team in a fast-paced environment
• Relevant financial certifications such as CFA, CFP, or similar
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Experience in the financial services industry and in handling high-net-worth clients is a plus

Skills Required

Financial Products, Risk Assessment, Financial Analysis, Wealth Management, Financial Advisory, Portfolio Management, Cfa, CFP