Wealth Management Intern
A
Anand Rathi Share and Stock Brokers Ltd
📍 Mumbai, Maharashtra, India
Job Description
About Us –
Anand Rathi Shares and Stock Brokers Limited is a leading financial services company with 30 years of proven market excellence. The company offers a wide range of products and services under brokerage and distribution of equities, commodities, currencies and mutual funds. Anand Rathi has a strong presence globally and serves a diverse client base.
Roles and Responsibilities-
Assisting the Preferred RM
Servicing the clients
Preparing reports to be shared with clients
Coordination with the AMCs for processing the transactions
Business Development-
Generating leads
Facilitating meetings with prospects
Criteria-
Good communication skills
Eye to details
Should be open to learning
Aggressive and career oriented
Should be Presentable
Have an understanding of Mutual Funds and other financial products.
Anand Rathi Shares and Stock Brokers Limited is a leading financial services company with 30 years of proven market excellence. The company offers a wide range of products and services under brokerage and distribution of equities, commodities, currencies and mutual funds. Anand Rathi has a strong presence globally and serves a diverse client base.
Roles and Responsibilities-
Assisting the Preferred RM
Servicing the clients
Preparing reports to be shared with clients
Coordination with the AMCs for processing the transactions
Business Development-
Generating leads
Facilitating meetings with prospects
Criteria-
Good communication skills
Eye to details
Should be open to learning
Aggressive and career oriented
Should be Presentable
Have an understanding of Mutual Funds and other financial products.