Expert Financial Strategist

1 month ago


Delhi, Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time
Job Summary

We are seeking an Expert Financial Strategist to join our team as a Relationship Manager in the Wealth Management division. The ideal candidate will have prior experience working in a Private Bank/Wealth Management setup and possess strong analytical skills.

Key Responsibilities
  • Acquire and manage high net worth relationships, delivering exceptional standards of service.
  • Design and implement personalized financial plans for clients, ensuring they receive and execute on the right advice.
  • Sell mutual funds, PMS, and structured products to preferred clients.
  • Handle and manage clients with a minimum investment amount of Rs 1 Cr and above.
  • Advise clients across asset classes, leveraging expertise to deepen wallet share from existing clients.
Requirements
  • Prior experience in private banking or wealth management, preferably with a minimum tenure of 3-4 years.
  • Strong analytical skills, ability to work in teams, and excellent communication skills.
  • Good understanding of financial markets, trends, and available investment opportunities.
  • Candidates should be proactive, self-motivated, and have a customer-centric approach.
Estimated Salary

Rs 12,00,000 - Rs 20,00,000 per annum, depending on experience.


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