Anand Rathi Share and Stock Brokers Ltd
Website:
anandrathi.com
Job details:
Company Description
Anand Rathi Share and Stock Brokers Ltd is a leading investment banking and financial services firm, established in 1994. With over 30 years of expertise, the company provides a comprehensive range of services including wealth management, investment banking, institutional equities, insurance broking, and non-banking financial services (NBFC). Anand Rathi has a strong presence with over 350 locations in India and offices in Dubai, Hong Kong, and New York, employing more than 4,000 professionals. The firm serves over 650,000 registered customers with tailored solutions that maximize investment returns through expert research, advisory services, and innovative digital platforms.
Role Description
This is a full-time, on-site role for a Relationship Manager based in Ahmedabad. The Relationship Manager will focus on building and maintaining strong client relationships, addressing clients' investment needs, and offering comprehensive financial solutions. The role involves providing expert investment advice, ensuring client satisfaction, and achieving business targets. Other responsibilities include managing portfolios, conducting financial planning, and promoting the company’s diverse products and services.
Qualifications
- Strong relationship management and interpersonal skills to foster client trust and engagement
- Proficiency in financial planning, wealth management, and portfolio management
- Capability to effectively cross-sell investment products across asset classes
- Excellent communication, negotiation, and problem-solving skills
- Demonstrated ability to work independently and meet business targets
- Familiarity with financial tools, market analysis, and digital investment platforms
- Bachelor’s degree in Finance, Business Administration, or a related field
- Experience in a similar role in financial services, investment, or wealth management is a plus
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