17 Oct
|
Anand Rathi Share and Stock Brokers
|
Mumbai
17 Oct
Anand Rathi Share and Stock Brokers
Mumbai
Company Description Anand Rathi Share and Stock Brokers Ltd. (ARSSBL) is part of the Anand Rathi Group, a leading full-service investment firm founded in 1994 that offers financial services and wealth management solutions to a wide range of clients. The group has a strong presence across India with over 350 locations, as well as international offices in Dubai, Hong Kong, and New York, employing more than 4,000 professionals. ARSSBL focuses on investment services for individual clients, backed by expert research, advisory support, and meticulous investment assistance.
The company provides a broad portfolio of products across asset classes, accessible through advanced digital platforms and physical branches, and serves diverse client segments via channels such as Online, Branch, PCG, Preferred, and Privilege. With hundreds of thousands of registered customers and extensive branch and partner networks, Anand Rathi offers a dynamic environment for sales professionals in the financial services sector.
Role Description The Sales Staff role at Anand Rathi Share and Stock Brokers Ltd. is a full-time, on-site position based in Mumbai. The role involves acquiring and onboarding new clients, understanding their financial goals, and promoting suitable investment products and services across asset classes.
Sales
Staff members will conduct regular follow-ups, maintain strong client relationships, and support clients in using both digital platforms and branch services for their investments.
Responsibilities include meeting assigned sales and revenue targets,
coordinating with research and advisory teams to communicate recommendations, and ensuring compliance with regulatory and internal guidelines. The role also requires accurate documentation, timely reporting of sales activities, and proactive participation in sales campaigns and promotional initiatives.
Qualifications
- Strong skills in client relationship management, communication, and negotiation to effectively engage and retain diverse individual clients.
- Ability to understand and explain investment products, capital markets, and basic financial planning concepts to support clients’ decision-making.
- Proficiency in using digital investment platforms, CRM tools, and standard office software to manage sales pipelines and client interactions.
- Capability to work toward defined sales targets, prioritize tasks, and manage time efficiently in a rapid-paced financial services environment.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications in securities or financial markets are an advantage.
- Prior experience in broking, wealth management, banking, or financial product sales is preferred, especially in retail or individual client segments.
- Awareness of regulatory requirements and ethical standards in the Indian securities market; SEBI or other market-related knowledge is beneficial.
- Comfort with on-site branch-based work in Mumbai and collaboration with cross-functional teams including research, advisory, and operations.
📌 Sales Staff (Mumbai)
🏢 Anand Rathi Share and Stock Brokers
📍 Mumbai