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Homeโ€บCompaniesโ€บAnand Rathi Share and Stock Brokers Ltdโ€บRelationship Manager asset management
AR

Relationship Manager asset management

๐Ÿ“LOCATIONNagpur
๐Ÿ“ˆEXPERIENCE0 to 4 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED11 Aug 2026

01Overview

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; Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Mutual Funds, PMS, Structured Products. Experience of advising clients across asset classes. 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 To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. .

02What you'll need

Experience
0 to 4 Yrs
Employment Type
Full time
Programming languages
Mutual FundsPMSStructured ProductsFinancial PlanningClient Relationship ManagementInvestment AdvisoryPortfolio ManagementMarket Research

03About ANAND RATHI SHARE AND STOCK BROKERS LTD

BFSIIndustry
Full timeEmployment Type
NagpurLocation
Not Disclosed ยท salary hidden by employer
0 to 4 Yrs ยท Nagpur
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
AR
ANAND RATHI SHARE AND STOCK BROKERS LTD
BFSI
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