Senior Wealth Management Specialist
2 weeks ago
Anand Rathi Share and Stock Brokers Ltd is seeking an experienced Wealth Management Professional to join our team as a Senior Wealth Management Specialist. This role will be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering exceptional client service standards.
About the Role
The ideal candidate will have prior experience working in a Private Bank/Wealth Management set up, with a proven track record of selling complex financial products such as Mutual Funds, PMS, Structured Products. The incumbent will be responsible for handling and managing clients with a minimum investment amount of Rs 1 Cr and above, advising on asset classes and possessing strong analytical skills to work effectively in teams.
Key Responsibilities
- Acquiring Preferred clients (Affluent & Super Affluent)
- Maintaining client relationships and generating AUM from preferred clients
- Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio
- Deepening the wallet from existing clients
Requirements
- Minimum 3-4 years of stability in present and previous companies
- Strong understanding of financial markets and trends
- Ability to research and investigate new investment opportunities
Salary Information
This role offers a competitive salary range of Rs 15-20 Lakhs per annum, depending on experience.
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