Financial Advisor
4 hours ago
Anand Rathi Wealth Limited is a leading wealth management company, and we are seeking an experienced Financial Advisor to join our team. This role will involve supporting Relationship Managers in maintaining and growing their client base.
Key Responsibilities- Financial Planning: Assist in creating financial plans for clients based on their requirements and the company's strategy, following a 6-step process.
- Portfolio Performance Reporting: Regularly report portfolio performance and highlight asset allocation and returns.
- Opportunity Identification: Identify opportunities within existing client portfolios based on product recommendations.
- Business Development: Support Relationship Managers in acquiring new clients and maintaining referrals.
- Documentation: Execute transactions, including non-financial activities like bank mandate changes.
- Clinet Queries: Attend to client inquiries.
We offer opportunities for growth, with successful candidates potentially becoming Relationship Managers. To excel in this role, you should possess advisory skills, product knowledge, and market expertise. Additionally, you must have sufficient experience and maturity to build trust with high-net-worth clients.
About UsAnand Rathi Wealth Limited is a reputable wealth management firm focused on providing exceptional client service and tailored investment solutions. We are committed to fostering a culture of excellence and innovation.
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