01Overview
Company Description
Anand Rathi Share and Stock Brokers Ltd. (ARSSBL) is part of the Anand Rathi Group, a leading full-service financial services firm founded in 1994, offering wealth management and investment solutions to diverse client segments. The group has a strong presence across India with more than 350 locations, as well as international offices in Dubai, Hong Kong, and New York, employing over 4,000 professionals. ARSSBL focuses on investment services for individual clients, backed by expert research, advisory support, and a wide array of products across asset classes. Clients benefit from both advanced digital platforms and extensive physical touchpoints, including branches and specialized channels tailored to different client needs. The company serves over 650,000 registered customers through a network of dedicated employees and business partners and operates under SEBI-registered licenses.
Role Description
The Wealth Manager role is a full-time, on-site position based in Patna. The Wealth Manager will be responsible for understanding client financial goals, assessing risk profiles, and designing customized wealth management strategies and investment portfolios. Daily activities include advising on investment products across asset classes, monitoring portfolio performance, rebalancing holdings, and providing regular reviews and updates to clients. The role involves cross-selling suitable financial and insurance solutions, ensuring regulatory and compliance adherence, and maintaining detailed records of client interactions and recommendations. The Wealth Manager will collaborate with internal research and product teams to deliver informed advice, build long-term client relationships, and support business growth through new client acquisition and referrals.
Qualifications
- Candidates should possess robust Financial Planning skills, including goal-based planning and risk assessment.
- Candidates should possess solid Investment Management and Investments s .
