Company Description
Anand Rathi Share and Stock Brokers Ltd. (ARSSBL) is a prominent full-service investment bank founded in 1994, offering a broad range of financial and wealth management services to individual clients, corporations, and institutions. With over 350 locations across India and an international presence in Dubai, Hong Kong, and New York, the firm serves over 6.5 lakh registered customers through a strong network of digital platforms and physical branches. The company provides expert research, investment advisory services, and a wide variety of financial products across asset classes to meet diverse client needs. With over 4,000 professionals and 95 own branches spanning 57 cities, Anand Rathi is a trusted name in the financial services sector, delivering tailored solutions and superior customer experiences since its inception.
Role Description
This is a full-time on-site role for a Relationship Manager, located in Dehra Dun. The Relationship Manager will be responsible for managing and strengthening client relationships, ensuring client satisfaction, understanding clients financial goals, and identifying suitable financial products tailored to their needs. Responsibilities include acquiring new clients, offering investment advisory services, regularly reviewing client portfolios, and achieving sales and revenue targets. The role requires maintaining compliance with industry regulations while ensuring a high level of service and professionalism.
Qualifications
- Strong skills in client relationship management, understanding customer needs, and building trust
- Knowledge of financial markets, investment strategies, and wealth management solutions
- Ability to offer expert advisory services and proactive portfolio review to meet client investment goals
- Demonstrated sales, business development, and cross-selling capabilities
- Excellent communication, negotiation, and interpersonal skills
- Proficiency in using digital tools and platforms for financial services is a strong advantage
- Relevant certifications in finance or investment management are preferred
- Bachelor's degree in finance, economics, business administration, or a related field. MBA or equivalent qualification is a plus
