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Relationship Manager @ AnandRathi

Home > BFSI, Investments & Trading - Other

 Relationship Manager

Job Description

Roles and Responsibilities :

  • Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and retain existing ones.
  • Identify potential HNI customers through research, networking, and referrals.
  • Develop personalized investment strategies for each client based on their financial goals and risk tolerance.
  • Monitor market trends, economic indicators, and regulatory changes to provide expert advice to clients.

Job Requirements :

  • 5-15 years of experience in sales or relationship management in the banking industry.
  • Strong understanding of key concepts such as mutual funds, equity markets, bonds, insurance products etc. .
  • Proven track record of acquiring high net worth individual clients through effective relationship building skills.

Job Classification

Industry: Financial Services
Functional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time

Contact Details:

Company: AnandRathi
Location(s): Bengaluru

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Keyskills:   Sales HNI Relationship Management key

 Fraud Alert to job seekers!

₹ -11 Lacs P.A

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AnandRathi

\\\\n\\\\n A Short Profile30 glorious years. Established in 1996.We are a software product company with HQ in India and offices in Southeast Asia, the Middle East, and Africa. Thousands of restaurant and retail brands trust our RanceLab ERP in 50 countries, and it is available in 20 languages. We h...

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