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2 Anand Rathi Global Finance HNI Relationship Manager Jobs

HNI Relationship Manager

Anand Rathi Global Finance

posted 4mon ago

Job Role Insights

Fixed timing

Job Description

Anand Rathi Global Finance Ltd. [Formerly - Rathi Global Finance Ltd.] looking forHNI Relationship Manager to join our dynamic team and embark on a rewarding career journey"

Client Acquisition: Identify and prospect high net worth individuals and families, and develop strategies to acquire new HNI clients.Client Engagement: Build and maintain strong, long-lasting relationships with HNI clients, gaining an in-depth understanding of their financial goals and objectives.

Comprehensive Assessment: Conduct thorough financial assessments for HNI clients to develop personalized wealth management and investment strategies.Financial Advisory:Investment Planning: Provide expert advice on investment opportunities, portfolio management, and asset allocation, aligning strategies with client goals and risk tolerance.Estate Planning: Assist clients in estate planning, wealth transfer, and legacy preservation strategies.Product and Service Promotion:Product Knowledge: Maintain a deep understanding of financial products and services, including exclusive offerings tailored for HNI clients.

Cross-selling: Identify opportunities to cross-sell banking and investment products, insurance, and other financial solutions.Documentation and Compliance:Documentation: Facilitate the completion of documentation for account opening, investments, and transactions for HNI clients.Regulatory Compliance: Ensure strict adherence to financial regulations, tax laws, and reporting requirements applicable to HNI clients.Market Research:Market Trends: Stay updated on global and local market trends, economic conditions, and investment opportunities relevant to high net worth individuals.


Employment Type: Full Time, Permanent

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People are getting interviews at Anand Rathi Global Finance through

(based on 11 Anand Rathi Global Finance interviews)
Referral
Campus Placement
Job Portal
37%
27%
27%
9% candidates got the interview through other sources.
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What HNI Relationship Manager at Anand Rathi Global Finance are saying

HNI Relationship Manager salary at Anand Rathi Global Finance

reported by 4 employees
₹2.4 L/yr - ₹4.3 L/yr
50% less than the average HNI Relationship Manager Salary in India
View more details

What Anand Rathi Global Finance employees are saying about work life

based on 227 employees
56%
43%
47%
100%
Strict timing
Alternate Saturday off
Within city
Day Shift
View more insights

Anand Rathi Global Finance Benefits

Job Training
Health Insurance
Soft Skill Training
Cafeteria
Team Outings
Work From Home +6 more
View more benefits

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