Anand Rathi - Wealth Manager

Wealth Manager

Company: Anand Rathi Wealth Limited

Role: Relationship Manager/Wealth Manager

Designation: AVP & Above

Work Exp: 5 years or more (looking for candidates with 4-5yrs of stability in previous co.)

Educational qualification: MBA/PGDM/CA

Job Responsibilities:

1. To develop and manage HNI Clients in order to enhance and acquire more AUM.

2. Align AUM as per client's financial strategy to reduce risk, cost & tax, also to enhance desired returns and volatility of the portfolio.

3. Review/Service portfolio to create a wow experience for clients.

4. On board new relationships - Client acquisition.

5. Conduct marketing activities to increase no. of clients managed.

Looking for candidates who have major exposure and AUM in Mutual Funds, Equity, MLD.