Anand Rathi - Senior Manager/Assistant Vice President/Deputy Vice President

- Portfolio Management: Deliver proactive, customized financial advice across mutual funds, equities, and structured products. - Client Acquisition: Identify and acquire new HNI clients in Kolkata to expand market share. - Revenue Generation: Meet revenue targets through cross-selling and up-selling wealth management products. - Market Insights: Track market/economic trends to provide timely portfolio recommendations. - Collaboration: Partner with internal research, product specialists, and support teams to ensure seamless service delivery. Key

Experience: 8-16 years in wealth management, private banking, or premium banking. Education: Postgraduate degree in Management/Finance preferred (or relevant wealth management certifications). Skills: Strong expertise in portfolio management, asset allocation, mutual funds, and equities. Track Record: Proven ability to acquire HNI clients, build strong relationships, and articulate complex financial concepts clearly. .