Wealth Management Intern

Anand Rathi Share and Stock Brokers Ltd · India

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.