Anand Rathi Share and Stock Brokers Ltd
Website:
anandrathi.com
Job details:
Company Description Anand Rathi Share and Stock Brokers Ltd. (ARSSBL), part of the Anand Rathi group founded in 1994, is a leading full-service financial services firm offering investment and wealth management solutions to a diverse client base, including institutions, corporations, and high-net-worth individuals. The group has a strong presence across India with over 350 locations and international offices in Dubai, Hong Kong, and New York, supported by more than 4,000 professionals. ARSSBL focuses on individual clients, providing expert research, advisory, and a wide array of products across asset classes to help maximize investment returns. Clients can invest through advanced digital platforms as well as physical touchpoints, with specialized channels such as Online, Branch, PCG, Preferred, and Privilege. With over 650,000 registered customers, 1,850+ direct employees, and 2,500+ business associates, Anand Rathi offers a stable, growth-oriented environment in the financial services sector.
Role Description The WEALTH RM / Dealers role is a full-time, on-site position based in Pune. The role involves managing and growing a portfolio of wealth management clients, understanding their financial goals, and recommending suitable investment products across asset classes. The individual will execute trades, monitor client portfolios, provide regular updates, and ensure compliance with regulatory and internal risk guidelines. Daily responsibilities include conducting market research, preparing investment proposals, coordinating with research and product teams, and maintaining accurate client records and documentation. The role also requires proactive client engagement through meetings and calls, cross-selling relevant services, and supporting digital onboarding and transaction processes.
Qualifications
- Strong client relationship management, communication, and interpersonal skills to engage, retain, and grow wealth management clients.
- Knowledge of financial markets, investment products (equities, mutual funds, bonds, derivatives, etc.), and portfolio management concepts.
- Ability to execute trades accurately, follow risk and compliance processes, and adhere to SEBI and internal regulatory requirements.
- Analytical and research skills to interpret market data, prepare investment recommendations, and track portfolio performance.
- Proficiency with trading platforms, wealth management tools, and basic MS Office applications; comfort with digital apps and online processes.
- Bachelor’s degree in finance, commerce, economics, business, or a related field; relevant certifications (e.g., NISM, NCFM) are preferred.
- Demonstrated experience in broking, wealth management, or financial advisory roles is highly beneficial.
- Self-driven, ethically grounded professional with the ability to work in a fast-paced, target-oriented environment and collaborate with branch and product teams.
Click on Apply to know more.