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Financial Wealth Strategist

1 month ago


Delhi, Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time
Company Overview
Anand Rathi Share and Stock Brokers Ltd is a renowned financial institution dedicated to providing exceptional services to high-net-worth individuals.

Job Description
The Financial Wealth Strategist will serve as a dedicated point of contact for clients, offering personalized financial services and investment advice tailored to their unique needs and goals. This role involves helping clients make informed investment decisions, grow their wealth, and achieve their financial objectives through a comprehensive approach to wealth management and financial planning.

Key Responsibilities:
  • Acquire quality base clients through networking, database analysis, and market intelligence.
  • Maintain records of business on internal software (CRM, etc.).
  • Promote Focus Product of the month.
  • Sell Mutual Funds, Insurance, Portfolio Management Services, and Structured Products.

Requirements
This role requires a minimum of 1 year of experience in banking and broking industries, with a focus on managing bank Assets Under Management (AUM) for privilege clients. The ideal candidate should hold a Graduate or Postgraduate degree from a reputable institution, preferably with a background in BFSI/NBFC Industry.

Estimated Salary Range: ₹8-12 Lakhs per annum