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Vice President of Wealth Management

3 months ago


delhi, India Anand Rathi Wealth Limited Full time

About the Company: Anand Rathi Wealth Ltd is Hiring RM for Wealth Management. Excellent Opportunity for Relationship Manager at AVP and VP Level with Anand Rathi Wealth Ltd.

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