Anand Rathi is a diversified financial services group offering a range of services in the areas of wealth management, financial advisory, and investment banking.
Vijayawada, Visakhapatnam, Hyderabad
INR 3.0 - 6.0 Lacs P.A.
Work from Office
Full Time
. The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning Roles and Responsibilities: It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products We are currently looking for candidates who can join us with an existing client base.
Hyderabad
INR 4.0 - 9.0 Lacs P.A.
Work from Office
Full Time
Roles and Responsibilities The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. We are currently looking for candidates who can join us with an existing client base.
Hyderabad
INR 4.75 - 8.0 Lacs P.A.
Work from Office
Full Time
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments. Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk. Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channel). Analyzing & monitoring the clients portfolio and render advisory services for securing high ROI. Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others). Promote the organizations research and advisory suggestions to the clients being generated from time to time. Submission of periodic MIS reports as per requirements of the business. Functional / Technical Skills 1. Good Knowledge of capital market 2. Portfolio Management 3. Financial Planning 4. Customer Satisfaction. We are currently looking for candidates who can join us with an existing client base.
Hyderabad
INR 3.5 - 4.75 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients
Noida, New Delhi, Faridabad
INR 3.0 - 8.0 Lacs P.A.
Work from Office
Full Time
Hiring!!!! Position: Relationship Manager Privilege: Key Job Responsibilities - Acquire quality clients through networking, data base, market intelligence and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates can directly come to office for walk in interviews and can also refer your friends/Colleagues as well.
Indore, Thane
INR 7.5 - 16.0 Lacs P.A.
Work from Office
Full Time
Job description Contribute in Sourcing to loan disbursement of LAP Files. Oversee the entire process from sourcing to loan disbursement of Loan Against Property (LAP) files sourced by RMs. Should have market connect of 50+ DSA channels. Good understanding of various programs like Vanila income, Low LTV, Banking Product, NIP/LIP etc. Basic Understanding on Financials and managing P&L. Schedule Daily Field visit with team to meet channel partners and build relationship Demonstrate a comprehensive understanding of Loan Against Property product, including eligibility criteria, valuation methodologies, and risk assessment. Take ownership of monthly Login activities, ensuring accurate and timely documentation and adherence to internal process. Meeting Self- Assigned disbursal targets as per credit policies. Should have minimum 4 years of Team handling Exposure Cultivate strong relationships with existing DSAs and develop new relationship. Should have been recognized on performance in current/Previous assignments. Essential Skills/Competencies : Communication and Interpersonal skills Understanding of LAP Products Behavioral Profile : Adaptability Team Player Ready to Travel Role: BD / Pre Sales - Other Industry Type: NBFC Department: Sales & Business Development Employment Type: Full Time Permanent Role Category: BD / Pre Sales Education UG: Any Graduate Role: Area Sales Manager (B2C) Industry Type: NBFC (Micro Finance) Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales
Bengaluru
INR 3.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients If anyone is interested request you to share your profile to trivenis@rathi.com( 8951380792)
Nagpur
INR 2.5 - 5.0 Lacs P.A.
Work from Office
Full Time
Roles and Responsibilities - Relationship Manager -Sales. Responsible for selling products like Insurance, Mutual funds, PMS , SIPs & D Mat and trading account etc to the customers Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Need 03-04 daily meeting with clients for financial products sales insurance, Mutual Fund, D mat Trading account and other products. . Interested Candidates please share your profile on pradeepjain@rathi.com Desired Candidate Profile Preferably looking for Experienced Relationship Manager from Banks & Broking Company & General Insurance and Life insurance and Mutual Fund etc( Min 1yr -10 years ) Perks and Benefits Salary 02.50Lpa - 05.00Lpa + Incentive as per policy Contact Office Address Anand Rathi Share & Stock Broker Ltd S -2, Second Floor, Sharddha House, Kingsway, ,Opp. Bank Of India Nagpur - 440 001. MS
Nagpur
INR 2.5 - 5.0 Lacs P.A.
Work from Office
Full Time
Job description Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. Review relationship in case of existing clients and increase revenue through them Obtain minimum five client references from existing and new clients for business expansion. Client Servicing based on research and back office inputs Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required Resolve all customer queries Desired Candidate Profile Any Graduate and Experienced in Dealing Equity and Derivative Perks and Benefits Salary 02.50Lpa - 05..00Lpa + Incentive as per policy on Company payroll Interested Candidates please share your profile on pradeepjain@rathi.com Office Address: Anand Rathi Share & Stock Broker Ltd. S -2, Second Floor, Sharddha House, Kingsway, , Opp. Bank Of India Nagpur - 440 001. MS , -
Raipur
INR 2.5 - 5.0 Lacs P.A.
Work from Office
Full Time
Job description Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. Review relationship in case of existing clients and increase revenue through them Obtain minimum five client references from existing and new clients for business expansion. Client Servicing based on research and back office inputs Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required Resolve all customer queries Office Address Raipur CG Branch Manager - ATUL DUBEY - Mobile 9833947268 U G 51/52, SAMVET SHIKHAR BUILDING , PRESS COMPLEX RAJBANDHA MAIDAN , RAIPUR - 492 001 . India, Tel No: + | Direct: + 91771222 1549 Desired Candidate Profile Any Graduate and Experienced in Dealing Equity and Derivative Perks and Benefits Salary 02.50Lpa - 05..00Lpa + Incentive as per policy on Company payroll Interested Candidates please share your profile - pradeepjain@rathi.com
Nagpur
INR 4.0 - 9.0 Lacs P.A.
Work from Office
Full Time
Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and Insurance/Mutual Fund Company only. Interested Candidates please share your profile on pradeepjain@rathi.com Desired Candidate Profile Preferably looking for Experienced Relationship Manager from Banks & Broking Company & General Insurance and Life insurance and Mutual Fund etc( Min 1yr -10 years ) Perks and Benefits Salary 04Lpa - 10 Lpa + Incentive as per policy Office Address : Anand Rathi Share & Stock Broker Ltd Second Floor, Sharddha House, Kingsway, , Opp. Bank Of India Nagpur - 440 001. MS , - India Tel No: +91 712 663 5600 Website: www.rathi.com
Kolkata
INR 9.0 - 15.0 Lacs P.A.
Work from Office
Full Time
Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective Advisor. Regular meetings with Active clients, converting the dormant clients into active Clients. Regular Regional visits for HNI client meetings, seminars/events. Cross-sell of Third-party focused products as suggested by the Anand Rathi group (includes MF, PMS, Structure Products & others). The person should be able to acquire HNI/ UHNI Clients with reference from existing clients and other market references
Mumbai
INR 22.5 - 27.5 Lacs P.A.
Work from Office
Full Time
Role & responsibilities : Develop and execute strategic sales plans to achieve revenue targets for IT products and solutions. Identify and pursue new business opportunities in target markets. Build and strengthen relationships with existing clients to ensure customer satisfaction and loyalty. Lead, motivate, and mentor the sales team to meet and exceed sales quotas. Conduct market research to stay informed about industry trends, competitors, and new technologies. Prepare and deliver compelling sales presentations and proposals to prospective clients. Negotiate contracts, pricing, and terms with clients. Coordinate with technical teams to ensure smooth on-boarding and implementation. Track sales performance metrics and prepare regular reports (DSR, WSR, Sales Funnel, etc) for higher management. Attend industry events, conferences, and networking opportunities to promote the companys offerings. Collaborate with marketing to develop campaigns tailored for target audiences. Preferred candidate profile : Bachelors degree in Computer Science, Information Technology, Business, or related field (MBA in Sales preferred). Candidates worked in IT firms managing banking vertical will be preferred. Strong knowledge of IT products, services, and solutions (e.g., software, hardware, cloud services, cyber security). Exceptional negotiation, communication, and presentation skills. Ability to understand technical concepts and convey value propositions effectively. Experience with CRM tools and sales analytics.
Mumbai
INR 20.0 - 25.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities : Team Leadership: Lead and mentor a team of RPA developers, providing technical guidance, performance feedback, and career development support. Proven experience in leading and managing technical teams. Stakeholder Management: Collaborate with stakeholders to understand business requirements, manage expectations, and communicate project progress. Project Management: Oversee the planning, execution, and delivery of RPA projects, ensuring they are completed on time, within scope, and within budget. Technical Expertise: Provide technical expertise and proficiency in UiPath, Automation Anywhere, Studio, Orchestrator, etc including solution design, development, and implementation. Strong understanding of RPA design patterns, best practices, and development methodologies. Experience with integrating RPA solutions with other enterprise systems. Quality Assurance: Ensure that all RPA solutions are tested thoroughly and meet quality standards before deployment. Continuous Improvement: Identify opportunities for process improvement and implement best practices in RPA development and project management. Training and Development: Conduct training sessions for team members and stakeholders to enhance their understanding of RPA technologies and methodologies. Preferred candidate profile : Excellent leadership and team management skills. Strong problem-solving and analytical abilities. Effective communication and interpersonal skills. Ability to work collaboratively with stakeholders at all levels. Candidates working in banking vertical will be preferred.
Mumbai
INR 6.5 - 8.5 Lacs P.A.
Work from Office
Full Time
Key Role responsibilities Interior designing scope of work Interior Design development of Anand Rathi offices located Pan India. Concept design development through references pics, sketches or through schematic diagram with the integration of requirement and with 3D drawings or sketch up. Project compliances based on munciple guidelines and building Norms. Material selection and documentation. Preparation of material board Bill of quantity preparation with proper specification and material selection. Working drawings preparation of each area incorporation of detail site survey report and material finishes details Good for execution drawings preparation for site construction purpose. Preparation of detailed Construction activity schedule / PERT chart before construction phase. Regular Site visits and co-ordination with vendors to ensure smooth site execution to achieve efficient and speedy execution of the work. Actual work done analysis/ checking at site regularly during construction phase to ensure quality work as per actual drawing, specification, Budget, within time line and BOQ. Site visits to ensure that the works are carried out in accordance with the drawings and specifications. Snag list preparation and completion of snag before handover. Measurement checking and bill finalization Handover documentation from each agencies including preparation of as built drawings, Handover documentation with guarantee warrantee cards / documents. Escalation matrices etc. Handover document submission to admin or concern team Provide support after handover during maintenance activities AMC finalization of all activities related office development and infrastructure Requirement: Experience in Corporate projects (Office Fit outs) Ready to travel across the country Well versed about office designing and execution Experience on AutoCAD Immediate Joiner is preferred
Bengaluru
INR 3.5 - 7.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients
Bengaluru
INR 3.0 - 8.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products
Mumbai
INR 7.5 - 11.0 Lacs P.A.
Work from Office
Full Time
Job Summary: We are seeking an experienced UiPath Technical Team Leader with over 10 years of total experience, including a minimum of 7-8 years in Robotic Process Automation (RPA) in BFSI domain. The ideal candidate will have strong leadership skills and will be responsible for managing a team of RPA developers, working closely with stakeholders, and ensuring successful project delivery. This is a full-time on-site role for a Robotic Process Automation Tech Lead located in Mumbai. The Teach Lead will be responsible for implementing and managing robotic process automation solutions, analysing business processes, identifying automation opportunities, and optimizing workflows using RPA technologies. Key Responsibilities: Team Leadership: Lead and mentor a team of RPA developers, providing technical guidance, performance feedback, and career development support. Proven experience in leading and managing technical teams. Stakeholder Management: Collaborate with stakeholders to understand business requirements, manage expectations, and communicate project progress. Project Management: Oversee the planning, execution, and delivery of RPA projects, ensuring they are completed on time, within scope, and within budget. Technical Expertise: Provide technical expertise and proficiency in UiPath, Automation Anywhere, Studio, Orchestrator, etc including solution design, development, and implementation. Strong understanding of RPA design patterns, best practices, and development methodologies. Experience with integrating RPA solutions with other enterprise systems. Quality Assurance: Ensure that all RPA solutions are tested thoroughly and meet quality standards before deployment. Continuous Improvement: Identify opportunities for process improvement and implement best practices in RPA development and project management. Training and Development: Conduct training sessions for team members and stakeholders to enhance their understanding of RPA technologies and methodologies. Soft Skills: Excellent leadership and team management skills. Strong problem-solving and analytical abilities. Effective communication and interpersonal skills. Ability to work collaboratively with stakeholders at all levels. Qualifications: Bachelor's degree in Computer Science, Information Technology, or related field. Certifications: UiPath certification(s) are highly desirable. Experience in managing multiple RPA projects.
Mumbai Suburban
INR 2.0 - 7.0 Lacs P.A.
Work from Office
Full Time
InterestedRole & responsibilities Recognizing the manpower needs Creating job descriptions for various roles and advertising them on various platforms Managing the recruitment process by sourcing, reviewing CVs and shortlisting candidates Managing HR activities like meetings, interviews, and other schedules Managing the Hiring data. Follow up with the candidate till joining Preferred candidate profile A Candidate from NBFC background is preferred Interested candidates with relevant experience can share their resume on nbfcrecruitment@rathi.com
Surat
INR 8.0 - 15.0 Lacs P.A.
Work from Office
Full Time
Key Responsibilities Business Development and Revenue Growth: Drive branch revenue through equity trading, third- party product selling and regular new client acquisition. Develop and implement strategies to achieve branch sales targets and profitability goals. Identify cross-selling and up-selling opportunities for financial products such as mutual funds, insurance, PMS, Structured products and fixed income instruments. Branch Operations Management: Oversee day-to-day branch operations, ensuring seamless execution of equity trading and other financial services. Ensure adherence to company policies, compliance standards, and regulatory requirements. Monitor operational efficiency and address any issues promptly to maintain smooth workflows. Team Leadership and Management: Lead and mentor the branch team, including equity dealers, relationship managers, and other staff. Set performance targets, conduct regular reviews, and provide training to enhance team skills and productivity. Foster a collaborative and result-driven work culture. Client Relationship Management: Build and maintain strong relationships with high-net-worth individuals (HNIs) and retail clients. Ensure clients receive timely advice, personalized investment solutions, and exceptional service. Address client queries, concerns, and feedback to ensure high levels of satisfaction. Market Analysis and Advisory Support: Stay updated on equity market trends, macroeconomic developments, and corporate actions. Provide insights and guidance to the team and clients for informed investment decisions. Assist clients with portfolio diversification and risk management strategies. Compliance and Risk Management: Ensure all branch operations comply with regulatory standards (SEBI, NSE/BSE, etc.). Monitor trading activities to mitigate operational and investment risks. Conduct regular audits to maintain transparency and compliance. Key Competence Strategic thinking and decision-making capabilities. Client-centric approach with a focus on delivering value. Ability to handle pressure and meet deadlines. Strong problem-solving and conflict-resolution skills.
FIND ON MAP
Company Reviews
View ReviewsBrowse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.