Relationship Manager

Company Description

Anand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm has rapidly expanded its footprint to over 350 locations across India and has an international presence in Dubai, Hong Kong, and New York. With over 4,000 professionals, Anand Rathi provides expert research and advisory services to maximize client investment returns. The group's investment services cater to a diverse clientele with high-tech digital apps and physical touchpoints for various asset classes.

Key Responsibilities:

• Acquire and manage clients for equity, derivatives, commodities, and other financial products.
• Build and maintain long-term relationships with clients by offering investment advice and tailored solutions.
• Generate revenue through broking activities, advisory, and cross-selling of financial products (Mutual Funds, IPOs, Bonds, PMS, Insurance, etc.).
• Monitor clients’ portfolios and provide timely recommendations based on market trends and research.
• Ensure compliance with regulatory guidelines (SEBI, NSE, BSE, etc.) and internal company policies.
• Achieve monthly/quarterly revenue and business targets.
• Assist clients in online and offline trading platforms and resolve queries promptly.
• Conduct regular client meetings, investment reviews, and market updates.

Qualification & Experience:

• Graduate / Postgraduate in Finance, Commerce, Economics, or related field.
• NISM certification (Series V) is mandatory.
• Minimum 2.5 years of experience in stock broking, financial advisory, or wealth management.
• Freshers with strong finance background and good communication skills may also be considered.

Career Path & Growth:

• Opportunity to grow into roles such as Senior RM, Team Leader, Wealth Manager, or Branch Manager based on performance.