Senior Wealth Manager

4 weeks ago


Bareilly, India Anand Rathi Stocks and Brokers LTD Full time

Roles & Responsibility:


Private Wealth Manager

Full-Time


  • 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


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