Roles and Responsibilities
- Manage client portfolios by providing investment advice on equities, mutual funds, bonds, AIFs, structured products, PMS & other financial instruments.
- Generate revenue through cross-selling of third party products such as insurance, fixed deposits, demat accounts etc.
- Develop strong relationships with clients to understand their needs and preferences.
- Collaborate with internal teams to ensure seamless execution of trades and settlement processes.
- Stay updated with market trends and regulatory changes to provide informed guidance to clients.

Desired Candidate Profile
- 5-10 years of experience in broking or wealth management industry.
- Robust understanding of asset under management (AUM), equity dealing, financial products, investment products, mutual funds, pms & wealth management concepts.
- Excellent communication skills for effective client interaction.
- Ability to work independently with minimal supervision while meeting sales targets.

📌 Walk In Drive _ Equity Dealer (Thane)
🏢 ANANDRATHI
📍 Thane