Company : Anand Rathi Wealth Limited Location : Kolkata, West Bengal
Job Type : Full-time Salary : Up to ₹4,00,000 per annum (Based on experience)
About the Role
If you have experience in banking or the stock broking industry and enjoy building long-term client relationships, we'd love to hear from you.
Key Responsibilities
- Acquire new HNI and Privilege clients through networking, referrals, market intelligence, and personal contacts.
- Build and maintain a strong portfolio of high-value client relationships.
- Understand clients' financial goals and recommend suitable investment products.
- Promote monthly focus products and investment opportunities.
- Sell financial products including:
- Mutual Funds
- Insurance
- Portfolio Management Services (PMS)
- Structured Products
- Maintain accurate client records and business updates in the CRM system.
- Stay updated with local market trends and investment opportunities.
- Achieve monthly and quarterly sales targets while maintaining excellent customer service.
- Graduate or Post Graduate in any discipline.
Experience
- Minimum 1 year of experience in Banking or Stock Broking.
- Experience handling Privilege/HNI clients.
- Knowledge of AUM management and wealth management products.
- Proven experience in direct sales and client acquisition.
Skills Required
- Strong communication and relationship-building skills.
- Excellent sales and negotiation abilities.
- Good understanding of financial markets and investment products.
- Ability to generate business independently.
- Self-motivated with a target-driven mindset.
- Familiarity with CRM software is preferred.
What We Offer
- Competitive salary package (Up to ₹4 LPA)
- Attractive performance-based incentives
- Career growth opportunities
- Professional training and development
- Dynamic and collaborative work environment
Job Details
- Location : Kolkata
- Employment Type : Full-time
- Department : Sales & Wealth Management
- Reporting To : Sales Manager
- Team Handling : Individual Contributor
If you're passionate about wealth management and building robust client relationships, we'd love to hear from you.
Share your updated resume today and become part of one of India's leading financial services organizations.