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Affluent Client Acquisitions Specialist

1 week ago

Vadodara, Gujarat, India Anand Rathi Share and Stock Brokers Ltd Full time
About Us
Anand Rathi Share and Stock Brokers Ltd is a leading financial services company that provides a range of services including broking, wealth management, and private banking. We are committed to delivering exceptional service standards and helping our clients achieve their financial goals.

We are seeking an experienced Affluent Client Acquisitions Specialist to join our team. As a key member of our Private Banking division, you will be responsible for acquiring high net worth relationships and managing & retaining them by delivering exceptional service standards.

Our ideal candidate has prior experience working in a Private Bank/Wealth Management set up, with a proven track record of selling mutual funds, PMS, and structured products to clients with minimum investment amounts of Rs 1 Cr and above. A strong analytical skillset and ability to work in teams are essential for this role.

Key Responsibilities:
- Acquiring preferred clients (affluent & super affluent)
- Maintaining client relationships and generating AUM from preferred clients
- Advising affluent & super affluent clients on their investments and managing their overall financial portfolio

Requirements:
- Prior experience working in a Private Bank/Wealth Management set up
- Strong analytical skills and ability to work in teams
- Experience of advising clients across asset classes
- Good vintage in present and previous companies (minimum tenure of 3-4 yrs of stability)

What We Offer:
- Competitive compensation package
- Opportunities for career growth and development

Contact Us:
If you are interested in this exciting opportunity, please submit your application through our website.