? COMPANY Anant Finserv ? LOCATION 134, BRB Basu Road, Murgighata, B.B.D. Bagh, Kolkata, West Bengal ? JOB SUMMARY Anant Finserv is a fast-growing wealth management firm with ₹700 crores AUM , offering domestic and international investment solutions. The company is hiring a Financial Advisor / Senior Relationship Manager to acquire and manage HNI, UHNI, and active trading clients, drive revenue through stock broking and wealth products, and build long-term client relationships. ? JOB DETAILS: ? Gender: Both Genders Allowed ? Education: Graduate ?️ English: Intermediate English ? Experience: 3–8 Years preferred ? Shift: Day Shift | Full Time ? Industry: Stock Broking / Wealth Management / Financial Services ? Existing Client Base: Preferred but not mandatory ? SKILLS REQUIRED: ? Client Acquisition & Revenue Building ? Client Relationship Management ? Financial Analysis ? Wealth Management ? Stock & Equity Trading ? Stock Analysis ? FX Trading ? Trading & Equity Dealing ? Mutual Funds & Mutual Fund Sales ? Financial Decision-Making ? Customer Engagement & Marketing ? Good Communication Skills ? KEY RESPONSIBILITIES: ? Acquire and onboard HNI, UHNI, and active trading clients . ? Build a strong personal client book through references, networking, and market outreach. ? Drive broking revenue, margin funding, and trading activity. ? Identify opportunities for Mutual Funds, PMS, AIFs, Structured Products, and Bonds . ? Increase client wallet share and strengthen long-term client relationships.



? Act as a trusted advisor and provide consistent client engagement. ? Maintain regular client interaction through meetings, calls, and market updates. ? Coordinate with research and dealing teams for smooth trade execution. ? Track market movements and engage clients with actionable market insights. ? Convert market opportunities into revenue-generating investment ideas. ? Focus on monthly revenue generation and long-term client-base growth. ? Build and manage your own client P&L.; ? Participate in seminars, investor meets, and business development initiatives. ⭐ IDEAL CANDIDATE PROFILE: ?‍? 3–8 years of experience in stock broking, wealth management, or financial services. ? Strong interest and understanding of trading and financial markets. ? Robust client acquisition and relationship-building abilities. ? Existing client base is preferred but not mandatory . ? High ownership mindset with a strong focus on business and revenue growth. ? Excellent communication and client engagement skills. ? Professionals with a trading or revenue-focused background are encouraged to apply. ? SALARY & INCENTIVES: ? Fixed Salary: ₹25,000 – ₹55,000/month as per skill and experience ? Incentive: ₹90,000 as per performance ? PERKS &

BENEFITS: ? Annual Bonus ? Travel Allowance (TA) ? Mobile Allowance ? Internet Allowance ? Laptop ? Health Insurance ? CONTACT Aritra (Employer) ? (phone hidden)

📌 Financial Advisor (Kolkata)
🏢 ANANT FINSERV
📍 Kolkata