π° Financial Services / Wealth Management
π Visakhapatnam
π Any Graduate Β· 2+ Years
NOW HIRING
Anand Rathi Investment Services β Relationship Manager | Visakhapatnam 2026
Anand Rathi Investment Services Β· Wealth Management Β· MF Β· PMS Β· Insurance Β· Sales-Driven Role Β· Vizag
πΌ Relationship Manager β Apply Now!
8977909329 Β· jamiharish@rathi.com Β· Visakhapatnam
β οΈ Disclaimer: BeInCareer shares this job for awareness. Verify all details with Anand Rathi before applying. Never pay money for any job application.
πΌ
Role
Relationship
Manager
Manager
π
Experience
2+
Years
Years
π
Qualification
Any
Graduate
Graduate
π°
Salary
Fixed +
Incentives
Incentives
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π¦ 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.
π Mutual Funds
πΌ PMS
π‘οΈ Insurance
π Equity & Derivatives
π Wealth Advisory
π Job Details
CompanyAnand Rathi Investment Services
RoleπΌ Relationship Manager
IndustryFinancial Services / Wealth Management / Investment
QualificationAny Graduate
ExperienceMinimum 2 Years (Sales / Finance preferred)
EmploymentFull Time Β· Permanent
SalaryFixed Salary + Performance Incentives + Bonuses
Locationπ Visakhapatnam, Andhra Pradesh
Phoneπ 8977909329
πΌ Key Responsibilities
π₯ Client Acquisition
β
Identify and reach out to potential customersβ
Explain financial products and servicesβ
Convert leads into long-term clientsπ Sales of Financial Products
β
Sell Mutual Funds (MF) & PMSβ
Sell Insurance & structured productsβ
Provide tailored investment solutionsπ€ Relationship Building
β
Regular follow-ups & investment updatesβ
Offer personalized financial adviceβ
Ensure customer satisfaction & referralsπ― Target Achievement
β
Meet monthly & quarterly sales targetsβ
Promote company's focus productsβ
Continuously improve performance metricsπ Skills & Eligibility
β
Eligibility
β
Any Graduate (any stream)β
Minimum 2 years experienceβ
Sales / Finance background preferredβ
Target-driven mindsetβ
Strong communication skillsπ‘ Key Skills
β
Lead generation & closingβ
Persuasion & negotiationβ
Financial product knowledgeβ
Customer handling & rapportβ
Time & client managementβ‘ Skills at a Glance
π MF / PMS Knowledge
π£οΈ Communication
π― Sales & Targets
π€ Client Relations
π Market Awareness
π 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
π© How to Apply
1
Prepare Resume β Highlight sales achievements, client handling experience, and any financial products knowledge (MF, Insurance, PMS).
2
Call β 8977909329 β Mention you are applying for Relationship Manager β Visakhapatnam.
3
Email CV β jamiharish@rathi.com β Subject: "Application β Relationship Manager β Visakhapatnam"
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π¬ FAQ
What does a Relationship Manager do at Anand Rathi?βΌ
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?βΌ
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?βΌ
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?βΌ
Short term: Senior RM β Team Leader. Mid term: Branch Manager β Sales Manager. Long term: Wealth Manager β Regional Head. Performance-driven growth β top performers advance quickly within the organization.
π¦ More Banking & Finance Jobs in Visakhapatnam
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Β© BeInCareer 2026 Β· Gandreddi Shiva Prasad Β· 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.
