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Stock Broker

Anand Rathi Share and Stock Brokers Ltd

3 - 7 years

0 Lacs

kolkata west bengal

Posted:21 hours ago| Platform: Shine logo

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Skills Required

prospecting networking referrals market mapping investment advisory portfolio management asset management client engagement business development seminars workshops record keeping financial needs identification internal coordination

Work Mode

On-site

Job Type

Full Time

Job Description

As a Wealth Manager at Anand Rathi Shares and Stock Brokers based in Kolkata, you will be responsible for acquiring new High Net Worth Individuals (HNI) and Ultra HNI clients through proactive prospecting, networking, referrals, and market mapping. Your main duties will include advising clients on their investments, managing their overall financial portfolio, and ensuring the execution of suitable investment strategies. In this role, you will be expected to generate and grow Assets Under Management (AUM) from preferred clients by identifying and fulfilling their evolving financial needs. Additionally, you will be required to organize and participate in seminars, workshops, and other business development activities to enhance client engagement and attract new prospects. You will also collaborate with internal product and research teams for making investment decisions and conducting portfolio reviews. It will be essential for you to maintain accurate records of client communications, transactions, and portfolio performance to ensure seamless operations and client satisfaction.,

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