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Senior Wealth Manager @ Anand Rathi Financial

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 Senior Wealth Manager

Job Description

    • Job Specifications
    • Profile PCG RM 
    • Designation Assistant Manager & above
    • PRIMARY JOB RESPONSIBILITIES

      Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.        
      He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.        
      Promote Focus Product of the month.        
      Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.        
      Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.   

      Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product
      Min. 25-30 client candidate managing
    • Min AUM 5-6cr from Equity


    • This position reports to PCG-Desk Head
    • Academic requirements Graduate Or Post Graduate

    • Location Kolkata
    • Experience 5-12 Years
    • Relevant experience 5-7 Years

    • Team handling experience                              NA
    • FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED
    • Functional / Technical Skills 1.        Good Knowledge of capital market2.        Portfolio Management3.        Financial Planning  


      Behavioral Skills 1.        Go get the Approach2.        Customer Relationship3.        Customer Satisfaction

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Investment Banking / M&A
Functional Area: Not Specified
Role/Responsibilies: Senior Wealth Manager

Contact Details:

Company: Anand Rathi Financial
Location(s): Kolkata

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Keyskills:   equity hni sales pms

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₹ to 13 Yr

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Anand Rathi Financial

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 ...