The Relationship Manager 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 & Responsibilities: -
The 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 client's 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.
In case there are any further questions feel free to reach out on or WhatsApp on
Read LessThe Relationship Manager 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 & Responsibilities: -
The 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 client's 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.
In case there are any further queries feel free to reach out on or WhatsApp on .
Read LessThe 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: -
Roles and Responsibilities: -
The Relationship Manager 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 & Responsibilities: -
The 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 client's 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.
For further queries or assistance kindly contact on or WhatsApp on .
Read LessThe Preferred Relationship Manager 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: -
The 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.
Kindly share applications on or WhatsApp on for further process.
Read LessThe Preferred Relationship Manager 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 & Responsibilities: -
The 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 client's 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.
Kindly share applications on or WhatsApp on for further process.
Read LessThe Relationship Manager 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 & Responsibilities: -
The 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 client's 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.
Kindly share applications on or WhatsApp on for further process.
Read LessAnand Rathi Shares and Stockbrokers is Hiring for MIS Executive.
Job Description: -
• Possess a strong understanding of the current regulatory environment and financial / securities market rules and regulations
• One point of contact at HO Level for Operations & Business MIS Support for different Business
• Handling teams and help them to prepare MIS and Submit to respective Business
• Creating required MIS to the management for the business understanding
• Scheduling and creating a review framework - for the Regions, Team Review
• Keeping an eye on the Team Training & learning on different Product , Policies and Processes
• Assisting in developing the contest for sales team & keeping daily tracking of the Functions
• Assisting sales team in product support & System Support through identifying their requirements
• Advise and provide compliance support on new initiatives and special assignments undertaken
• Business Analyst Support Role for Automation of MIS
Read LessThe Relationship Manager 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 & Responsibilities: -
The 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 client's 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.
For further queries or assistance kindly contact on or WhatsApp on .
Read LessStrong creative, analytical and organization skills. Must be good at thinking and ideation. Knowledge of social media and various organic as well as paid engagement avenues.
Responsibilities:
Qualifications
