Anand Rathi Private Wealth Management offers investment advisory, tax planning and estate planning services to High Networth Individuals (networth in excess of $ 1 Million) of Indian origin.  You can log on to http://www.rathi.com/ for more information  The detailed job description would be as follows:  - Creating financial Plans for clients based on the data collected  - To track investments made by clients and analyze performance vis-à-vis established benchmarks, so as to identify areas of progress or concern.  - To interact with clients, as and when necessary, to collect or supply information, achieve documentation procedures etc.  - To keep track of the various financial products like mutual funds, private equity, insurance, available in the market, analyse the same for efficiency and risk quality and provide insights to help create suitable recommendations.  - To conduct need-based, secondary research into macro-economic matters and track asset class behavior  - Business development : Fixing appointments from database.  - Good communication skill and analytical skills are a must.  Educational Qualifications: MBA/PGDBM is a must. In addition only candidates who have completed their CFP certifications will be considered.

Mumbai

Anand Rathi - Account Manager - Private Wealth Management 

Anand Rathi - Account Manager - Private Wealth Management  ,Job Description for Anand Rathi - Account Manager - Private Wealth Management  in Anand Rathi Securities in  Mumbai for (0-6) years of experience. Apply Now!

Job Description for Anand Rathi - Account Manager - Private Wealth Management  in Anand Rathi Securities in  Mumbai for (0-6) years of experience. Apply Now!