Financial Wealth Manager
1 week ago
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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