Overview

AnandRathi Group is looking for Head- Relationship Manager role (VP) for Preferred Relationship Management (Wealth)
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.
PRE-REQUISITES: –

Relationship Managers with prior experience working in a Private bank/wealth management set up.

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 2-3 yrs of stability)
ROLES & RESPONSIBILITIES: –

Handling Team of experience Wealth Managers (Relationship Managers)
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
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.
Salary:INR 12,00,000 – 22,00,000 P.A. Best incentive structure across industry

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Retail/Personal Banking

Role:Domestic Private Banking-Executive/Manager
Keyskills
wealth manager wealth rm preferred rm preferred relationship manager wealth priority hnw hni imperia Wealth Management preferred private banking priority banking private wealth wealth management
Desired Candidate Profile
Education-

UG: Any Graduate – Any Specialization

PG:MBA/PGDM – Any Specialization

Doctorate:Any Doctorate – Any Specialization, Doctorate Not Required
Qualifications: –
An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

 

Experience Minimum 3-15 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.
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:
AnandRathi

 

ABOUT ANANDRATHI GROUP
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:Pankaj Adhav

Contact Company:AnandRathi

Website:http://www.rathi.com

Telephone:9920353396

Reference Id:Preferred RM Head

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