Relationship Manager Wealth

Company Description

Anand Rathi Wealth Limited, a NSE 500 listed company, specializes in Private Wealth management for high-net-worth individuals (HNIs) since 2002. The company oversees AUM of over INR Rs. 69,018+ crores across 10,382 families in India and globally. With over 360 Relationship Managers operating from 18 locations, we focus on simplifying the investment process, building long-term relationships, and providing transparent financial solutions.

Role Description

This is a full-time on-site role for a Relationship Manager Wealth at Anand Rathi Wealth Limited in Hyderabad. The Relationship Manager will be responsible for managing client portfolios, discussing financial goals, recommending investment options, and providing personalized financial advice. Building and maintaining strong client relationships, monitoring market trends, and ensuring client satisfaction are key aspects of this role.

Qualifications
 Financial Planning, Investment Management, and Investments skills
 Strong analytical and problem-solving skills
 Excellent interpersonal and communication skills
 Ability to work in a fast-paced and dynamic environment
 Relevant certification such as CFP, CFA, or similar
 Bachelor's or Master's degree in Finance, Economics, Business, or related field,