Relationship Management – Wealth6 min read

Job Title

Relationship Manager

Company Profile

• Inaugurated in 1994, Anand Rathi is one of India’s leading full services financial services firm covering the entire gamut of investors and offering services such as Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in a vast sector of Equities, Commodities, Mutual funds, Structured products, Insurance, Corporate deposits, Bonds & Loans to Institutions, Corporations, High-net-worth individuals and Families.

Job Profile & Responsibilities

• The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) .
• Maintaining client relationships and generate AUM from preferred clients.
• Advising Affluent & Super Affluent clients on their Investments and managing their
  overall financial portfolio and deepening the wallet from existing clients.
• 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.
• Track the Affluent & Super Affluent Client segment in the market for new client
  acquisition.

Preferred Qualifications

• An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management.

Desired Candidate Profile

• Minimum 5 to 8 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge.
• Having experience of handling
  HNI Client Acquisitions and Relationship Management & service.
• Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
• Ability to inspire trust and confidence in clients.
• Ability to engage clients in meaningful conversations about their finances and take
  active interest in their financial well being.
• A thorough understanding of financial markets, their behavior, movements and
  expectations with respect to market.
• Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients .
• Good oral and written communication skills with clarity of thought, speech and
  expression.
• Good interpersonal skills.
• Good Analytical Skills .

Additional Details

• The Relationship Manager-Wealth 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.