Anand Rathi - Relationship Manager

Relationship Manager

1. To Develop & Manage Client relationships in order to enhance and acquire more AUM.

2. Align AUM as per Client's Financial Strategy to reduce Risk, Cost, & Tax also to enhance desired returns & Volatility of the portfolio.

3. Review/Service portfolio to create a wow experience for clients

4. On board new relationships -Clients acquisition

5. Conduct Marketing activities to increase no of clients managed

6. Learn new skills and knowledge to service clients better

7. To maintain full ethics in providing services and analysis

8. Work closely with the product teams for delivering specialized advice