Relationship Manager

Job Description

Company Description Anand Rathi Share and Stock Brokers Ltd. is a full-service investment bank founded in 1994, offering financial services and wealth management solutions to institutions, corporations, high-net worth individuals, and families. With over 350 locations across India and international presence in Dubai, Hong Kong, & New York, Anand Rathi employs over 4,000 professionals. The firm provides a wide range of services from Investment Services to Private Wealth, Institutional Equities, Investment Banking, Insurance Broking, and NBFC, catering to individual clients' financial requirements. Role Description This is a full-time Relationship Manager role located on-site in Lucknow. The Relationship Manager will be responsible for managing client portfolios, providing expert research and advisory, offering investment recommendations, and assisting clients in their investment strategy. They will also be tasked with utilizing digital platforms and physical touch points to ensure efficient service delivery. Qualifications Strong interpersonal and communication skills Knowledge of financial markets and investment products Ability to build and maintain client relationships Experience in wealth management or financial advisory Knowledge of compliance and regulatory requirements Bachelor's degree in Finance, Economics, Business, or related field Certifications such as CFA, CFP, or Series 7 are a plus Show more Show less