No longer accepting applications
15h Left : Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdSurat, 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
Manager • Surat, Gujarat, India
Related jobs
![▷ [Only 24h Left] Preferred Relationship Manager](https://cdn-logos.talent.com/v1/logo/image?feedcode=jobtraffic-in&company_name=Anand%20Rathi%20Share%20and%20Stock%20Brokers%20Ltd)
- Promoted
Head of Sales
The Language SKOOLSurat, IN Position : Head of Sales and Business Development | Remote.Education / EdTech / Language Training industry).About Us – The Language SKOOL (TLS).
The Language SKOOL is one of India’s largest online platfo...Show moreLast updated: 5 days ago
- Promoted
Referral Marketing Salesperson
R R GroupAnklesvar, Gujarat, India Job Title : Referral Marketing Salesperson – Industrial Insulation Projects.Location : Ankleshwar, Gujarat (GIDC Area and nearby industrial zones).
R R Group is a growing industrial insulation company...Show moreLast updated: 24 days ago
- Promoted
Marine Head
Naman StaffingBharuch, Gujarat, India We, Naman Staffing, are hiring for one of our clients which is a Chemical Storage Terminal Port.Exp-20+ Years experience in handling overall port Operation.
Qualification – BSC-Nautical Science / BE...Show moreLast updated: 16 days ago
- Promoted
Execution Team Manager - Vanan Online Services
Vanan Services Inc.mohali, gujarat, in Optimized Job Post – Project Delivery & Vendor .Relations Manager (Remote – India) .Job Title : Project Delivery & Vendor Relations Manager (Remote – India) .
Location : Remote – Anywhere in India .Ex...Show moreLast updated: 12 days ago
- Promoted
Continental CDP
Castle ventureNavsari, Gujarat, India We suggest you enter details here.This is a full-time on-site role for a Continental Chef de Partie (CDP) at Castle Venture, located in Navsari.
The Continental CDP will be responsible for preparing...Show moreLast updated: 4 days ago
- Promoted
Urban Money - Cluster Manager
First Advisor / FA WIZARD Pvt Ltd.Surat,Gujarat, India Company Description Urban Money is Indias first unbiased loan advisory services firm, offering advice on various loans and mortgage solutions.We pa...Show moreLast updated: 30+ days ago
- Promoted
Business Coach
Dr. Ameet ParekhSurat, IN Job Description : Business Coach cum Sales Professional ( Remote & Part Time - 6-8 Hours a day) (DO NOT APPLY IF YOU ARE CURRENLTY IN A FULL TIME JOB).
Business coach and Sales professional.The candi...Show moreLast updated: 8 days ago
- Promoted
PPC / Growth Manager
QuickllySurat, IN Note : Immediate / 15 days Joining Only.Setting up Google AdWords and Bing campaigns by conducting target keyword research & writing relevant ad copies, whilst ensuring effective campaign and keyword ...Show moreLast updated: 30+ days ago
- Promoted
Manager - Investor Relations & Corporate Development
PazagoSurat, IN Pazago transforms the export experience, making each export order faster, more efficient, and stress-free.With streamlined processes and complete visibility, exporters save time, cut costs, and gai...Show moreLast updated: 26 days ago
- Promoted
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCSurat, IN Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
- Promoted
Distribution Manager
Atica Globalsurat, India Atica is a leading, tech-first remote sales & revenue management company for Hotels and Hotel operators in the US, enabled by a unified tech-led solution.
We are a startup, funded by the top investo...Show moreLast updated: 9 days ago
- Promoted
Preferred Relationship Manager [Urgent Search]
Anand Rathi Share and Stock Brokers LtdSurat, Gujarat, India 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: 6 days ago
- Promoted
Guest Relations Specialist
Hushstays.comSurat, IN We are looking for an enthusiastic and customer-focused.If you love travel, enjoy meaningful conversations, and have a knack for creating seamless guest experiences, this role is for you!.Be the fi...Show moreLast updated: 13 days ago
- Promoted
Alpha Alternatives - Relationship Manager - Capital Raising - CA / CFA / IIM / ISB / MDI / FMS
Alpha AlternativesSurat, India The person shall be responsible : - To build and manage relationships with UHNI's in designated location including family offices and Corporates.To think strategi...Show moreLast updated: 30+ days ago
- Promoted
TotalEnergies - Distributor Business Manager - Industrial Sales
TotalEnergies Marketing India Private LimitedSurat, India Position : Distributor Business Manager - Industrial Sales Experience : 5-8 Years Job Summary : <...Show moreLast updated: 30+ days ago
- Promoted
Wonder Home Finance - Branch Sales Manager
Wonder Home Finance Ltd.Surat, India Key Responsibilities : - Oversee daily branch operations and ensure smooth execution of sales and customer service activities.Lead, train, and motiv...Show moreLast updated: 30+ days ago
- Promoted
Sahaj Pharma - Senior Manager - Design - IIT / NIT
Sahaj PharmaBharuch, India Lead the basic and detailed engineering of batch process plants involving key unit operations such as reaction, workup, filtration, drying, crystallization, distillation, and solvent recovery.Evalu...Show moreLast updated: 30+ days ago
- Promoted
- New!
▷ [Only 24h Left] Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdSurat, Gujarat, India 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: 3 hours ago