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Required Wealth Manager (Sr Manager/ AVP / VP) - Delhi

5 - 10 yrs
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5,00,000 - 15,00,000 PA. Openings: 1 Posted 11 days ago Job Applicants: 529 Job Views: 2000+

Job Description

 
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    Hi, 

    We have urgent openings for Wealth Manager (Sr Manager/ AVP / VP) with Anand Rathi Group for Delhi location.

    ROLES & RESPONSIBILITIES : -

    The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)

    Maintaining client relationships and generate AUM from preferred clients.

    Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

    Track the Affluent & Super Affluent Client segment in the market for new client acquisition

    To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

    To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

    To conduct and assist in organizing seminars, workshops and other business development activities.


    Interested candidates please share your resume on 

    ashutoshdixit@rathi.com

    Regards,
    Ashutosh Dixit
    Human Resource 
    9718276278

    Perks and Benefits 

    Incentives

Salary: INR 5,00,000 - 15,00,000 PA.

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type: Permanent Job, Full Time

Keyskills

Education-

UG: Any Graduate - Any Specialization

Company Profile:

Anand Rathi share and stock brokers limited

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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Ashutosh Dixit Regional HR Manager Anand Rathi share and stock brokers limited Delhi

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