💰 Financial Services / Wealth Management
📍 Visakhapatnam
🎓 Any Graduate · 2+ Years
NOW HIRING
Anand Rathi Investment Services — Relationship Manager | Visakhapatnam 2026
Anand Rathi Investment Services · Wealth Management · MF · PMS · Insurance · Sales-Driven Role · Vizag
💼 Relationship Manager — Apply Now!
8977909329 · jamiharish@rathi.com · Visakhapatnam
⚠️ Disclaimer: BeInCareer shares this job for awareness. Verify all details with Anand Rathi before applying. Never pay money for any job application.
💼
Role
Relationship
Manager
Manager
📅
Experience
2+
Years
Years
🎓
Qualification
Any
Graduate
Graduate
💰
Salary
Fixed +
Incentives
Incentives
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🏦 About Anand Rathi Investment Services
Anand Rathi Investment Services is one of India's leading financial services firms with a strong presence across the country. The company specializes in wealth management, investment advisory, and financial planning, catering to individuals, corporates, and high-net-worth investors.
The company is known for ethical business practices, customer satisfaction, and a comprehensive suite of financial products. Their Visakhapatnam office is now hiring a Relationship Manager to grow their client base and strengthen operations in the region.
📈 Mutual Funds
💼 PMS
🛡️ Insurance
📊 Equity & Derivatives
🏆 Wealth Advisory
📋 Job Details
CompanyAnand Rathi Investment Services
Role💼 Relationship Manager
IndustryFinancial Services / Wealth Management / Investment
QualificationAny Graduate
ExperienceMinimum 2 Years (Sales / Finance preferred)
EmploymentFull Time · Permanent
SalaryFixed Salary + Performance Incentives + Bonuses
Location📍 Visakhapatnam, Andhra Pradesh
Phone📞 8977909329
💼 Key Responsibilities
👥 Client Acquisition
✓
Identify and reach out to potential customers✓
Explain financial products and services✓
Convert leads into long-term clients📈 Sales of Financial Products
✓
Sell Mutual Funds (MF) & PMS✓
Sell Insurance & structured products✓
Provide tailored investment solutions🤝 Relationship Building
✓
Regular follow-ups & investment updates✓
Offer personalized financial advice✓
Ensure customer satisfaction & referrals🎯 Target Achievement
✓
Meet monthly & quarterly sales targets✓
Promote company's focus products✓
Continuously improve performance metrics🎓 Skills & Eligibility
✅ Eligibility
✓
Any Graduate (any stream)✓
Minimum 2 years experience✓
Sales / Finance background preferred✓
Target-driven mindset✓
Strong communication skills💡 Key Skills
✓
Lead generation & closing✓
Persuasion & negotiation✓
Financial product knowledge✓
Customer handling & rapport✓
Time & client management⚡ Skills at a Glance
📊 MF / PMS Knowledge
🗣️ Communication
🎯 Sales & Targets
🤝 Client Relations
📈 Market Awareness
📈 Career Growth Path
Short Term
Senior RM
Team Leader
Team Leader
Mid Term
Branch Manager
Sales Manager
Sales Manager
Long Term
Wealth Manager
Regional Head
Regional Head
📩 How to Apply
1
Prepare Resume — Highlight sales achievements, client handling experience, and any financial products knowledge (MF, Insurance, PMS).
2
Call — 8977909329 — Mention you are applying for Relationship Manager — Visakhapatnam.
3
Email CV — jamiharish@rathi.com — Subject: "Application – Relationship Manager – Visakhapatnam"
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💬 FAQ
What does a Relationship Manager do at Anand Rathi?▼
A Relationship Manager acquires new clients, sells financial products like Mutual Funds (MF), PMS, and Insurance, maintains long-term client relationships, and achieves monthly sales targets. It's a direct sales and client management role at a leading wealth management firm.
What is the salary for Relationship Manager at Anand Rathi?▼
The package includes a fixed salary + performance-based incentives + bonuses for target achievement. High performers earn significantly more through incentives. Exact CTC will be discussed during the interview. Contact 8977909329 for details.
Is financial background mandatory for this role?▼
Preferred but not mandatory. Any Graduate with 2+ years of sales experience can apply. Candidates with banking, insurance, or financial services background have an added advantage. Strong communication and target-driven attitude matter more.
What is the career growth path?▼
Short term: Senior RM → Team Leader. Mid term: Branch Manager → Sales Manager. Long term: Wealth Manager → Regional Head. Performance-driven growth — top performers advance quickly within the organization.
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© BeInCareer 2026 · Gandreddi Shiva Prasad · April 28, 2026 |
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Verify all details with Anand Rathi at 8977909329 / jamiharish@rathi.com before applying.
Verify all details with Anand Rathi at 8977909329 / jamiharish@rathi.com before applying.
