![Anand Rathi Wealth Limited](https://media.trabajo.org/img/noimg.jpg)
Vice President of Wealth Management
4 days ago
Based in Delhi NCR
About the Role: A short paragraph summarizing the key role responsibilities.
Responsibilities:
- On boarding of new client acquisition. RM should aspire to have 50 qualified clients.- To Develop & Manage Client relationships in order to increase AUM.- Prepare and Present Financial strategy per client and Align AUM as to AR or PWM model- portfolio Strategy to reduce Risk, Cost, & Tax also to enhance desired returns & Volatility of- the portfolio.- Conduct Marketing activities to increase number of clients managed- Learn new skills and knowledge to service clients better- To maintain high level of integrity that meet the expectation AR group companies- Work closely with the product teams to ensures implementation for AR model portfolio.
Qualifications: MBA/CA or CFA
Required Skills:
- Experience Minimum: 4-10 yrs.
Preferred Skills:
- Preferred candidates with Good Stability at least 4 years in current company
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