Financial Wealth Manager

1 week ago


Chennai, Tamil Nadu, India Anand Rathi Share and Stock Brokers Ltd Full time
Job Description

The Privilege Relationship Manager role at Anand Rathi Share and Stock Brokers Ltd requires a financial professional to serve as a dedicated point of contact for high-net-worth individuals/clients.

As a Financial Wealth Manager, your primary responsibility is to provide personalized financial services and investment advice tailored to the unique needs and goals of your clients.

You will help high-net-worth individuals and institutions 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, data analysis, and market intelligence
  • Maintain records of business on internal software CRM etc.
  • Promote Focus Product of the month
  • Awareness of local market intelligence

Success in this role demands excellent communication skills, ability to understand client requirements, and a thorough knowledge of financial products including Mutual Funds, Insurance, PMS, and Structured Products.

We seek candidates with 1 year minimum experience in banking and broking industries, managing bank AUM of Privilege Clients. Graduates or Post Graduates from BFSI/NBFC Industry are preferred.



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