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Preferred Relationship Manager-hyderabad


3 – 8 yrs Hyderabad / Secunderabad

Job Description:

Job Responsibilities –

1. Manage and generate cross sell revenue from preferred clients.

2. Acquire preferred clients

3. Provide financial planning services to all assigned and acquired preferred clients.

4. Responsible for all cross sell related servicing to assigned clients.

5. Ensure client meetings as per defined norms.

6. Maintain records of business on internal software.

7. Liaison with Branches and other Vertical Heads for revenue generation and query resolution.

8. Ensure compliance as per various regulator and organization guidelines.

Salary:INR 4,00,000 – 9,00,000 P.A. CTC can go high upto 12 LPA +incentives for right candidate
Industry:Banking / Financial Services / Broking
Functional Area:Sales , Retail , Business Development
Role Category:Retail Sales
Role:Sales/Business Development Manager


Finance Financial Planning Cross Selling Revenue Generation preferred priority wealth wealth manager preferred relationship manager preferred rm preferred relationship officer preferred relationship executive preferred wealth manager

Desired Candidate Profile:


UG: Any Graduate – Any Specialization
PG:MBA/PGDM – Marketing, Finance
Doctorate:Any Doctorate – Any Specialization, Doctorate Not Required

AnandRathi Group is looking for Preferred Relationship Manager for PCG Desk with good experience in HNI Client acquisition and minimum stability of 2 years in each organizations worked so far.
We have a very good incentive structure across the industry.
Candidates from Banking and Wealth Management vertical will be preferred.

Company Profile:

Anand Rathi Group is one of India’s fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates .

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