Wealth Manager - (AVP/ VP) Minimum Qualification: MBA or PGDM in Finance REQUIREMENT: ANAND RATHI is Hiring for premium vertical. Excellent Opportunity for Relationship Manager in Preferred Client Group based at Mysore. Key Job Responsibilities - · To Develop HNI Clients & Manage Client relationships in order to enhance and acquire more ASSET UNDER MANAGEMENT (AUM). · Align AUM as per Client’s 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: 3-10 yrs. Preferred candidates with Good Stability at least 3 years in current company Criteria for Recruitment:- Preferred candidate should Ideally be familiar with Mysore region (Preferably Native), or handled Mysore market in past with relevant work experience in handling particularly HNI Clients
Job Title
Relationship Manager