AnandRathi Group is looking for Relationship Manager role (VP/AVP/Senior Manager/Manager) for Preferred Relationship Management (Wealth)

The Wealth RM 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 ultra 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.


The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI having AUM 5 CR & below single individual client).
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI 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.
Pushpa Jaiswar
Corporate HRD
Salary:INR 10,00,000 – 20,00,000 P.A. Best incentive structure across industry

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Mutual Funds/Fund Management/Asset Management

Role:Sales/Business Development Manager
Cross Selling wealth manager wealth rm preferred rm preferred relationship manager wealth priority hnw hni premier imperia AUM Wealth Management preferred private banking priority banking mutual funds investments
Desired Candidate Profile

UG: Any Graduate – Any Specialization

PG:MBA/PGDM – Any Specialization

Doctorate:Any Doctorate – Any Specialization, Doctorate Not Required
Qualifications: An MBA (finance or marketing) Degree holder or focused education in financial planning/wealth management

4+ years of relevant work experience in the financial industry preferred. Wealth Manager for Preferred RM Wealth Desk with good experience in HNI Client Relationship with minimum stability of 2-3 years in each organizations worked so far.
Desired Skill Set:

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
Excellent oral and written communication skills with clarity of thought, speech and expression
Excellent interpersonal skills
Good Analytical Skills

General Competencies:-
Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working

Result oriented

Attention to detail

Company Profile:


Established in 1994, AnandRathi is one of India’s leading financial services firm offering Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution services in the areas of equities, commodities, mutual funds, structured products, insurance, corporate deposits, bonds & loans to institutions, corporations, high-net worth individuals and families.

The firm has a vast footprint across India and also in select international locations such as Dubai, with presence across 1200 locations through its own branches, sub-brokers and remisers and representative offices/associate companies. The group today employs over 2,500 professionals.

Recruiter Name:Pushpa Jaiswar

Contact Company:AnandRathi



Reference Id:Preferred RM Wealth

Tagged as: cross selling, relationship manager, rm preferred, wealth manager, wealth rm preferred