Company Description AnandRathi Shares And Stock Brokers Limited is a consumer services company located in Trichy, Tamil nadu , India. The company is known for providing comprehensive and customer-centric financial services. It aims to offer a diverse range of solutions to meet the unique needs of its clients. Role Description This is a full-time on-site role for an Equity Dealer, located in Tiruchirappalli. The Equity Dealer will be responsible for daily trading activities, managing stock market transactions, and advising clients on their investment portfolios. The role includes monitoring market trends, executing trades, and ensuring compliance with all regulations. The candidate will interact with clients to understand their investment goals and provide appropriate trading solutions. Qualifications Knowledge and skills in Stock Market and Trading Experience in handling Equities and Finance Understanding of Investments strategies and principles Excellent analytical and problem-solving abilities Strong communication and interpersonal skills Ability to work in a fast-paced and dynamic environment Bachelor's degree in Finance, Economics, Business, or related field
Job Description for Relationship Manager SUMMARY: - The Relationship Manager 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. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .
As an Equity Dealer at AnandRathi Shares And Stock Brokers Limited in Tiruchirappalli, Tamil Nadu, India, you will play a vital role in managing daily trading activities, executing stock market transactions, and offering investment advice to clients. Your responsibilities will involve closely monitoring market trends, executing trades efficiently, and ensuring adherence to regulatory guidelines. Additionally, you will engage with clients to comprehend their investment objectives and deliver tailored trading solutions. To excel in this position, you should possess a strong foundation in Stock Market and Trading, coupled with practical experience in handling Equities and Finance. An understanding of investment strategies and principles will be crucial in guiding clients effectively. Your exceptional analytical skills and problem-solving capabilities will aid in making informed decisions in a fast-paced environment. Moreover, your excellent communication and interpersonal abilities will enable you to build rapport with clients and provide valuable financial guidance. To be considered for this role, you must hold a Bachelor's degree in Finance, Economics, Business, or a related field. If you are seeking a rewarding career that involves working closely with clients, staying abreast of market developments, and offering strategic investment advice, this opportunity at AnandRathi Shares And Stock Brokers Limited could be the perfect fit for you.,