Anand Rathi - Relationship Manager - Wealth Management

Looking for Bank RM - Wealth Management - Lower Parel

- Work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new prospects.

- Building new relationships with a focus on acquisition of new clients and increasing depth in existing relationships with High net worth clients.

- Identify customer needs and provide them with financial planning assistance and asset allocation with the help of Investment Advisory Services

- Managing investment portfolio of Emerging high net worth customers & clientele.

- Managing entire book size of clients and advising them on investments of all asset classes - Mutual funds, Structure Products

- To build AUM and advice clients on their portfolios with detailed analysis of their requirements their returns and the right asset class for them.

- Build and deepen relationships to increase wallet share and acquire new clients

-Keeping in touch with customers through personal visits, telephone calls and correspondence.

- Delivering excellent customer support.

- Maintaining up to date knowledge of competitor activity, products and services.

- Adhere to all company processes and policies, and carry the brand of AR DWM through developed functional and behavioral skills

- An Advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue of AR DWM while acquiring new client as well.