Posted:14 hours ago|
Platform:
Work from Office
Full Time
Anand Rathi Wealth
1. Part of a special team which focuses only on clients with net worth greater than 50 Cr
2. Preparation of Aide Memoire (Monthly Portfolio statement) for Platinum clients with updating post any transactions during the month
3. Analytical report preparation for mathematical decision making by clients
4. Preparing input sheets for audits of various items in Gap Sheet (assets outside)
5. Basic understanding and analysis of various asset classes
6. Basic understanding and analysis of vehicles to participate in above asset classes
Available Opportunities for Career Progression
Post serving in this team for 1.5-2 years, the candidate would have the opportunity to
become a Platinum AM and serve as an account manager to 8-12 platinum clients for 2-2.5 years (post which there is an option to become a full time RM) or
become a product team member on research or sales side As a member of the Platinum team, one would learn the best wealth management strategies across the industry, ensuring success in either paths.
AnandRathi
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