1) - Acquire quality clients through networking, data base, market intelligence and references from existing clients.
2) - Generate Cross Sell revenue through Financial Planning.
3) - Promote Focus Product of the month.
4) - Maintain records of business on internal software.
5) - Induct new clients to the Central Dealing Desk for smooth interaction and services.
6) - Liaison with Central Dealing Desk for revenue generation and query resolution.
7) - Conduct activities for Client Acquisition and Financial Planning.
8) - Ensure compliance as per various regulator and organization guidelines.
9) - Maintain the brand image of the organization.
10) - Products like - MF, Insurance, Broking, FD, Bonds, PMS, FP and Wealth Mgmt Services.
Anand Rathi Group is one of India's fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates .