Anand Rathi Wealth Limited
Website:
anandrathiwealth.in
Job details:
Job Description
• Financial Planning, Portfolio Strategy & Reporting of existing portfolio
• Identifying opportunities within the clients existing portfolio based on product team recommendations across Mutual Funds, MLD, AIF, PMS, Bonds, Debentures & other products
• Support the Senior Private Banker in business development
• Handling Documentation & transactional work
Growth Path
• The Account Manager who showcases good performance and has spent reasonable time in the role will be provided with an opportunity to progress into an Independent wealth advisor by the company
Education Qualification
• MBA in Finance, CA, CFA - level 2
Experience
• 0 to 3yrs in BFSI/NBFC
Location
• Chandigarh, and candidate from local or nearby can apply.
Click on Apply to know more.