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Preferred RM-Bangalore

Preferred RM-Bangalore

AnandRathi

4 - 9 years

10 - 20 Lacs

Bengaluru

Posted:3 months ago| Platform:

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Skills Required

Wealth Product HNI Acquisition Financial Advisory Wealth Management PMS Portfolio Management Mutual Funds Portfolio UHNI HNI Client Handling Structured Products Investment Advisory Investment Portfolio Investment Products Aif

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Work from Office

Job Type

Full Time

Job Description

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 5-8 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above

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AnandRathi

www.anandrathi.com

Financial Services

Mumbai

Around 1,000 Employees

93 Jobs

Key People

Anand Rathi

Chairman
Nitin Rathi

Managing Director

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