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  • CategoryFinance
  • Sub CategoryHead / VP / GM-CFO / Financial Controller
  • LocationBangalore
  • CompanyAnandRathi
  • Posted date on our Website04 June 2015
  • Expiration Date04 July 2015

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Here are the details of HEAD PREFERRED CLIENT GROUP job in AnandRathi. This job or placement paper has been sourced from either company website or newspaper or other media and from students who appeared for this job. User is requested to verify the data before applying for the job.

Location:- Bangalore

Minimum Qualification: MBA / Post Graduate

REQUIREMENT: Excellent Opportunity for Head - Preferred Client Group based at Regional Office at Bangalore

AVP/ VP (HEAD -  Preferred Client Group)


    Team handling of Preferred Relationship Managers (PCG/ HNI)
    Provide financial planning services through products like mutual funds, structured products, insurance, asset allocation, bonds, direct equity etc
    Acquiring high value relationships into the Preferred Client group
    Managing relationships of HNI / UHNI clients, retaining & enhancing advisory relationships
    To generate revenue from existing customers mapped and from new clients
    To execute cross sell efforts as per focus of the organization at any given point in time
    To keep one self-updated on the financial markets and in advisory products / services in particular

Note :-

    Open to look for entire team with Group Leader

Criteria for Recruitment:-

Qualification PG/MBA from reputed institute or Graduate from good college
AMFI certification and knowledge of Mutual Funds would be an added advantage

Experience Minimum 5-12 yrs in handling HNI relationship, Sales & Financial Planning of HNI Clients from BFSI or any other sector with good business / market knowledge
Having experience of handling HNI Client acquisitions and Relationship Management & service

Personality: - Smart, Good Pleasing Personality, Good communication

Interview Process: Head HR + Business Head- Executive Director

CTC Range: - Open

INCENTIVE POLICY: - 10-20% of CTC on achievement of 3 Times of Salary

Click here for more details.

About AnandRathi:-

AnandRathi is a leading full service financial services firm covering the entire gamut of investors. The firm, founded in 1994 by Mr. Anand Rathi, today has a pan India presence across 750 locations. The Company offers a full suite of products to serve our clients’ business lifecycle needs, geographic reach in an increasingly global market, and deep expertise in core middle market sectors.

AnandRathi is a learning organization committed to continuous skill enhancement and training of all employees. The Company has dedicated training cell that focuses on enhancing behavioural and technical skills of employees across the group.

Contact Details:

2E,2 nd floor, Century plaza,
560-562,Anna salai Teynampet,
Chennai - 600 018.
Tel No : +091 044 4341 3700
Fax : +091 044 4341 3703

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