Relationship Manager - Loan Against Securities

• Description:

• Job Title: Relationship Manager LAS
• Location: Surat, Gujarat
• Experience: 3+ Years

About the Company:

Anand Rathi Global Finance Limited (ARGFL) is a systemically important non-banking finance company under the Anand Rathi Group, a well-established financial services organization with decades of experience in investment, lending, and advisory services. ARGFL specializes in providing tailored loan products, including Loan Against Securities (LAS), to individuals, corporates, and institutional clients.

The company follows a strong risk management framework and a customer-centric approach to deliver value-added financial solutions and continues to expand its presence across key markets in India.

About the Role:

The Relationship Manager LAS will be responsible for developing the Loan Against Securities business across assigned and surrounding locations. The role focuses on building and managing a strong client book, driving Net AUM growth, enhancing customer engagement, and delivering a superior customer experience. The incumbent will also contribute to expanding market visibility and revenue generation through multiple financial products linked to LAS.

Roles and Responsibilities:

Client Acquisition and Business Development:

• Acquire new clients and channel partners on a monthly basis
• Drive sales activities through self-sourcing and channel-based acquisition
• Develop and manage relationships with clients to ensure long-term engagement

Revenue and AUM Growth:

• Build and manage the book of business to deliver sustained Net AUM growth
• Maintain required pricing standards and support revenue generation
• Build and grow the net AR book through consistent client acquisition and engagement

Product Sales and Funding Solutions:

• Manage and grow Loan Against Securities business
• Drive sales and client engagement across the following products
• Mutual Fund sales
• IPO Funding
• Margin Trade Funding
• Promoter Funding
• Wealth Management solutions
• ESOP Funding

Risk Management and Portfolio Monitoring:

• Monitor client portfolios and ensure timely margin regularization
• Manage risk parameters in line with internal policies and guidelines

Market Expansion and Visibility:

• Initiate and execute activities to increase business visibility in cities with low market presence
• Develop local networks and partnerships to support regional business growth

Qualifications and Requirements:

• Graduate in any discipline
• Minimum 3 years of experience in relationship management, lending, or financial services
• Strong understanding of Loan Against Securities and related financial products
• Proven ability to acquire clients and manage relationships effectively
• Strong communication, negotiation, and interpersonal skills
• Result-oriented approach with the ability to work independently