Posted:18 hours ago|
Platform:
Work from Office
Full Time
ANAND RATHI is Hiring for premium vertical
Excellent Opportunity for Relationship Manager in Preferred Client Group based Regional Office.
Key Job Responsibilities -
• To Develop & Manage Client relationships in order to enhance and acquire more AUM.
• Align AUM as per Clients Financial Strategy to reduce Risk, Cost, & Tax also to enhance
desired returns & Volatility of the portfolio.
• Review/Service portfolio to create a wow experience for clients
• On board new relationships -Clients acquisition
• Conduct Marketing activities to increase no of clients managed
• Learn new skills and knowledge to service clients better
• To maintain full ethics in providing services and analysis
• Work closely with the product teams for delivering specialized advice
Experience Minimum: 5-10 yrs
Preferred candidates with Good Stability at least 5 years in current company
Criteria for Recruitment:-
Qualification PG/MBA from reputed institute or Graduate from good college
AMFI certification and knowledge of Mutual Funds would be an added advantage
AnandRathi
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