Pcg Advisor and Relationship Manager

1 day ago

Delhi, Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Company Description

Anand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm has rapidly expanded to over 350 locations across India and internationally in Dubai, Hong Kong, and New York. With over 4,000 professionals, Anand Rathi offers services including investment across asset classes, private wealth management, institutional equities, investment banking, insurance broking, and NBFC. The company is dedicated to providing expert research and advisory to maximize client investment returns.

Role Description

This is a full-time on-site role for a Pcg Advisor and Relationship Manager (Sales and Advisory) at Anand Rathi Share and Stock Brokers Ltd. in Delhi, India. The primary responsibilities include managing and advising a portfolio of high-net-worth clients, developing and implementing investment strategies, providing expert financial advice, building and maintaining client relationships, and achieving sales targets. Additionally, the role involves conducting regular portfolio reviews, identifying new business opportunities, and staying updated on market trends and financial products to better serve clients.

Qualifications

  • Experience in wealth management, financial advisory, and investment strategy development
  • Strong sales skills and experience in achieving sales targets
  • Excellent client relationship management and communication skills
  • Ability to conduct thorough research and provide expert financial advice
  • Proficiency in financial products and market trends
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field
  • Relevant certifications such as CFP (Certified Financial Planner) or equivalent are a plus
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team

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