Anand Rathi Wealth Management - Vice President/Assistant Vice President - Finance

- To develop and manage HNI Client in Oder to enhance and acquire more AUM

- Align AUM as per client's Financial Strategy to reduce Risk , Cost, Tax also to enhance desired return & volatility of the portfolio.

- Review / Service portfolio to create a wow experience to client.

- Onboard new relationship - new client acquisition.

- Conduct Marketing activities to increase no of clients managed.

- To develop and manage HNI Client in Oder to enhance and acquire more AUM

- Align AUM as per client's Financial Strategy to reduce Risk , Cost, Tax also to enhance desired return & volatility of the portfolio.

- Review / Service portfolio to create a wow experience to client.

- Onboard new relationship - new client acquisition.

- Conduct Marketing activities to increase no of clients managed.