Job Title

Company:Anand Rathi Shares and Stock Brokers Location:Kolkata Reporting to:[Manager/Senior Manager/AVP– Wealth Management] Department: PreferredAcquire new HNI and Ultra HNI clients through proactive prospecting, networking, referrals, and market mapping Advise clients on their investments, manage their overall financial portfolio, and ensure execution of suitable investment strategies Generate and grow Assets Under Management (AUM) from preferred clients by identifying and fulfilling their evolving financial needs Organize and participate in seminars, workshops, and other business development activities to enhance client engagement and attract new prospects Coordinate with internal product and research teams for investment decisions and portfolio reviews Maintain accurate records of client communications, transactions, and portfolio performance.