1) - Manage and generate cross sell revenue from preferred clients.
2) - Acquire preferred clients.
3) - Provide financial planning services to all assigned and acquired preferred clients.
4) - Responsible for all cross sell related servicing to assigned clients.
5) - Ensure client meetings as per defined norms.
6) - Maintain records of business on internal software.
7) - Liaison with Branches and other Vertical Heads for revenue generation and query resolution.
8) - Ensure compliance as per various regulator and organization guidelines.
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.