A
AnandRathi
Relationship Manager - Preferred - Wealth
Skills
Business Development
1 month ago
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Important information
Contract type:
Permanent
Location:
Ahmedabad, Gujarat, India
Work mode:
Onsite
Published on:
18 September 2026
What they need
Role & responsibilities
- Responsible for acquiring preferred clients (Affluent & Super Affluent).
- Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
- Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio.
- Deepening the wallet from existing clients.
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
- Research, investigate and update themselves on available investment opportunities/financial market trends.
- Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients.
- Conduct and assist in organizing seminars, workshops and other business development activities.
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