Senior Wealth Manager Anand Rathi Financial Services Limited

About Anand Rathi Financial Services Limited

Job Description

• Job Specifications
• Profile PCG RM 
• Designation Assistant Manager & above
• PRIMARY JOB RESPONSIBILITIES
  
  Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.        
  He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.        
  Promote Focus Product of the month.        
  Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.        
  Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.   
  Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product
  Min. 25-30 client candidate managing
• Min AUM 5-6cr from Equity
  
  
  
• This position reports to PCG-Desk Head
• Academic requirements Graduate Or Post Graduate
  
  
• Location Kolkata
• Experience 5-12 Years
• Relevant experience 5-7 Years
  
  
• Team handling experience                              NA
• FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED
• Functional / Technical Skills 1.        Good Knowledge of capital market2.        Portfolio Management3.        Financial Planning  
  
  
  Behavioral Skills 1.        Go get the Approach2.        Customer Relationship3.        Customer Satisfaction