Job id : 37813

AR Wealth Partner

AR Wealth Partner

  Mumbai / Navi Mumbai
   Anand Rathi        Mumbai / Navi Mumbai
  3 hours ago      206 Applied
Job details

Job Type

  Work From Home

Functional Area

Investment/Corporate/Retail Banking/Insurance


Banking/Financial Services/Insurance



Experience Required

  2 - 10 Yrs


  1 - 1.5

Skills Required

   Acquisition,Communication Skills,Networking,.net,Mutual Funds,CFP,AMFI



Job Description

We are a tech-led wealth management solution for the emerging HNI’s under the award-winning AnandRathi Wealth Management firm.

Reporting- No reporting, Entrepreneur, Purely revenue sharing model.

EDUCATION = Must be Graduate or above. Experience in selling Mutual funds would be an advantage. MBA/any other post graduate degree preferred

Role Description:

1. Meet prospects & present our online/video based template strategy on iPad/tablet or laptops.

2. Get clients to open their investment account and start investing with us

As a platform, we provide all the support needed in terms of training, marketing collaterals, client engagement initiatives, joint meeting support initially, on-call (Skype) meeting support with leadership team etc.

Additional Information
Flexibility Provided