Relationship Manager

Company Description

Anand Rathi is a leading full-service investment bank founded in 1994 offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net worth individuals, and families. The firm operates over 350 locations across India with international offices in Dubai, Hong Kong, and New York. Employing over 4,000 professionals, the company specializes in Investment services across asset classes, Private Wealth, Institutional Equities, Investment Banking, Insurance Broking, and NBFC. Anand Rathi delivers expert research and advisory to enhance client investments and offers a variety of products across asset classes, supported by both digital and physical channels.

Role Description

This is a full-time, on-site role for a Relationship Manager, located in Nagpur. The Relationship Manager will be responsible for managing and developing relationships with clients, providing them with tailored financial advice and solutions. Daily tasks include conducting financial planning, portfolio management, implementing investment strategies, and ensuring the highest level of client satisfaction. The role also involves identifying business opportunities and expanding the client base through proactive engagement and networking.

Qualifications

• Client Relationship Management skills, including developing and nurturing client relationships
• Financial Planning and Portfolio Management skills
• Investment Strategy and Advisory skills
• Excellent Communication and Interpersonal skills
• Ability to work on-site in Nagpur and adapt to a dynamic work environment
• Bachelor's degree in Finance, Business Administration, or a related field
• Relevant professional certifications such as CFA, CFP are a plus
• Proven experience in the financial services industry