Elevate Your Career as a Wealth Manager

1 day ago


Vadodara, Gujarat, India Anand Rathi Share and Stock Brokers Ltd Full time
Wealth Manager Role at Anand Rathi Share and Stock Brokers Ltd.

An ideal candidate for this role would be a Relationship Manager with experience working in Private Banking/Wealth Management setup. The successful applicant will have prior exposure to selling of financial products such as Mutual Funds, PMS, Structured Products. Key responsibilities include managing High Net Worth relationships, designing & implementing clients' financial plans, and ensuring they receive the right advice on their investments.

A strong analytical mind and ability to work in teams are essential for this position. Furthermore, candidates having good vintage (at least 3-4 yrs. of stability) in their present or previous companies will be preferred.

The chosen individual will be responsible for acquiring new clients, maintaining existing relationships, generating Assets Under Management (AUM), and deepening client wallets. Additionally, they will track the Affluent & Super Affluent Client segment in the market for new opportunities, research investment options, and coordinate with product teams for informed investment decisions.

This role also involves conducting seminars, workshops, and other business development activities to foster growth and networking within the industry.

A competitive salary package is being offered for this position, which is estimated to be around ₹15 lakhs per annum, considering the typical salary range for a Relationship Manager in India.

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