? 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.
- ? Strong client acquisition and relationship-building abilities.
- ? Existing client base is preferred but not mandatory.
- ? High ownership mindset with a solid 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