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Anand Rathi Share and Stock Brokers Ltd
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Relationship Manager Wealth

Relationship Manager Wealth

Anand Rathi Share and Stock Brokers Ltd

0 years

0 Lacs

Mumbai, Maharashtra, India

Posted:1 week ago| Platform:

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Skills Required

service management planning strategies finance communication certification

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description Anand Rathi Share and Stock Brokers Ltd is a leading full-service investment bank founded in 1994 offering a wide range of financial services and wealth management solutions. With over 350 locations across India and international presence in Dubai, Hong Kong & New York, the firm caters to institutions, corporations, high–net worth individuals and families. Anand Rathi group offers services like Investment services across Asset classes, Private Wealth, Institutional Equities, Investment Banking, Insurance Broking and NBFC. Role Description This is a full-time on-site role for a Relationship Manager Wealth located in Mumbai. The Relationship Manager Wealth will be responsible for providing expert financial planning, investment management, and insurance services to individual clients. The role involves offering meticulous investment assistance, recommending the right investment strategies, and ensuring clients maximise returns on their investments. Qualifications Financial Planning and Investment Management skills Experience in Investments and Finance Knowledge of Insurance products Demonstrated ability to provide tailored wealth management solutions Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Relevant certification or degree in Finance or related field Show more Show less

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