Bangalore
Bangalore Urban
Bangalore Rural
Full-Time
Senior: 7 to 15 years
6L - 14L (Per Year)
Posted on Sep 20 2024

About the Job

Skills

Investment Advisory
Client Acquisition
Portfolio Management
Relationship Management
Financial Planning
Risk Management
Market Research
Communication Skills

·        Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.

·        He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.

·        Promote Focus Product of the month.

·        Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products.

·        .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.     

  • Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product

·        Min. 25-30 client candidate managing.

Min AUM 5-6cr from Equity

About the company

The Anand Rathi group came into existence close on the heels of economic liberalisation. With an aim to channelise the new found hope and financial optimism into tangible results, Mr Anand Rathi and Mr Pradeep Kumar Gupta laid the foundation of the Anand Rathi Group in 1994. From setting up a research desk in 1995 to starting a capital market lending business in 2019, we have always kept the clien ...Show More

Industry

Banking

Company Size

2-10 Employees

Headquarter

Lucknow

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