Strategic Financial Advisor

2 days ago


Hyderabad, Telangana, India Anand Rathi Share and Stock Brokers Ltd Full time

Job Title: Strategic Financial Advisor

About the Role:

Anand Rathi Share and Stock Brokers Ltd is seeking a highly skilled and experienced Strategic Financial Advisor to join our team. The successful candidate will be responsible for acquiring high net worth relationships and managing their financial portfolios.

Responsibilities:

  • Acquire new clients with a minimum investment amount of Rs 1 Cr and above
  • Maintain and deepen client relationships, generating AUM from preferred clients
  • Advise affluent and super-affluent clients on investments and manage their overall financial portfolio
  • Track the affluent and super-affluent client segment in the market for new client acquisition
  • Research and investigate available investment opportunities and financial market trends
  • Coordinate with product and research teams for taking investment decisions
  • Organize seminars, workshops, and business development activities

Requirements:

  • 3-4 years of experience in private banking or wealth management
  • Selling of products: Mutual Funds, PMS, Structured Products
  • Strong analytical skills and ability to work in teams
  • Candidates with good vintage in their present and previous companies

What We Offer:

An attractive salary package of approximately ₹50 Lacs - ₹70 Lacs per annum, based on experience and performance.



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