Relationship Manager(Vice President)

Company Description

Anand Rathi Wealth Limited (ARWL) is an NSE 500-listed company focused on simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). We offer a transparent, data-backed, and objective-driven approach to financial success, specializing in wealth creation, risk management, tax planning, and estate planning. Certified as a 'Great Place to Work,' ARWL fosters a culture of trust, collaboration, and excellence. With over 18 locations across India and an international office in Dubai, we serve clients globally and empower them to make informed investment decisions.

Role Description

1- To Develop & Manage Client relationships in order to enhance and acquire more AUM.

2- Align AUM as per Client’s Financial Strategy to reduce Risk, Cost, & Tax also to enhance desired returns & Volatility of the portfolio.

3- Review/Service portfolio to create a wow experience for clients

4- On board new relationships -Clients acquisition

5- Conduct Marketing activities to increase no of clients managed

6- Learn new skills and knowledge to service clients better

7- To maintain full ethics in providing services and analysis

8- Work closely with the product teams for delivering specialized advice