Preferred RM-Bangalore
Anand Rathi Group · Bengaluru · onsite · Posted 61d ago
About a minute. You'll make an account on the way through.
About this role
Role & responsibilities
- To acquire Preferred clients (Affluent & Super Affluent)
- To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients
- To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To track the Affluent & Super Affluent Client segment in the market for new client acquisition
Preferred candidate profile
- Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up
- Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability)
Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above
Sourced from naukri
Skills
About Anand Rathi Group
Anand Rathi Group
Mumbai, Maharashtra
India
₹8.1L PA avg
Avg at Anand Rathi Group
About
Anand Rathi Group is one of India's fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates .
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