Job Title: Tele caller & CRM ManagementLocation: [Goregaon - East] Job Summary:We are looking for a dynamic Telecaller & CRM Manager to handle outbound and inbound calls, manage customer relationships, and evaluate sales teams performance through effective CRM Software. The ideal candidate should have strong communication skills, the ability to handle customer inquiries professionally, and experience in CRM Management. Key Responsibilities:Telecalling Responsibilities:Make outbound calls to potential and existing customers to generate leads.Handle inbound calls and resolve customer queries effectively.Maintain customer engagement and follow up on prospects.Explain products/services, pricing, and offers to customers in a clear and persuasive manner.Meet daily, weekly, and monthly reportsCRM Management Responsibilities:Manage and update the Customer Relationship Management (CRM) system with accurate and up-to-date customer information.Track customer interactions, sales leads, and follow-up activities.Generate sales reports and analyse customer trends to improve the sales team performance Coordinate with the sales team to streamline the sales process and ensure customer satisfaction.Monitor team performance and provide training/coaching for team if required. Key Skills & Competencies: Excellent communication and interpersonal skills. Strong persuasion and negotiation abilities. Good knowledge of CRM software

Role & responsibilities Acquire new franchisee and service existing franchises.Acquire more franchisee through events and various source such as referrals, data and cold calling.Continuously provide feedback on competitive activities and track market development.Third party products cross selling will be required.Preferred candidate profile :Experience in B2B franchisee acuqisition is a must

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Bangalore location.Designation: - Sr. Manager / AVPJob Description for Preferred Relationship Manager SUMMARY: -The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.PRE-REQUISITES: -Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products.Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.Experience of advising clients across asset classes.Strong analytical skills and ability to work in teams.Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)ROLES & RESPONSIBILITIES: -The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.To conduct and assist in organizing seminars, workshops and other business development activities.Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . RegardsPushpa Jaiswar Human Resource Anandrathi Group

Job descriptionDear Candidate,Greetings from Anand Rathi Global Finance Limited- Great Place to Work Certified!!This email is with regards to an excellent opportunity that we have for Legal Manager.Location: BangaloreWork Experience: 3- 5 yearsDesired candidate would be handling the responsibilities which are mentioned below:Experience of working in Mortgages is must.Experience in Mortgage loans, Title search & exhaustive property due diligence is required.Knowledge of Drafting Agreement, & various contracts related to Loan Agreement & Mortgages.Experience of SARFAESI & Litigation (DRT, HC, NCLT, Consumer) & Title Search is must.Interested candidates can share their resume at nbfcrecruitment@rathi.com

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent)To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clientsTo advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 5-8 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above

Urgently looking for Preferred RM Head across locations Responsibilities:Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above).2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities).3. For Recruitment, Training, Mentoring and retention of Team members.4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members.Requirements:1. Experienced professionals of more than 10 years, with relevant experience of Wealth management advisory services.2. Post Graduate from any discipline is a must.3. Stability of minimum 3-4 years in the current and previous assignments.If Interested , please share profile on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion.RegardsPushpa JaiswarCorporate HRANANDRATHI Group

Position Overview As a Receptionist at our corporate office, you hold the pivotal position of being the initial point of contact for our esteemed visitors and clients. Your paramount duty entails crafting an impeccable first impression and delivering the best service. Responsibilities will include greeting and assisting visitors/ clients, answering phone calls, handling inquiries, with secretarial tasks, including administrative support to management and staff for smooth operation of the office. Responsibilities Welcoming guests and clients and notifying relevant personnel of their arrival. Managing incoming calls, routing them to the appropriate individuals and providing basic information to callers. Offering information about the company and responding to inquiries in a professional manner. Sorting and distributing incoming packages and coordinating for outbound courier services. Managing and coordinating for meeting room availability. Monitoring and ensuring the security of the reception area. Assisting with various administrative tasks such as photocopying, filing, data entry, and maintaining office supplies inventory. Assist in preparing meeting agendas and taking minutes. Keeping the reception area clean, organized, and presentable at all times. Resolving issues and conflicts that may arise at the front desk, such as handling complaints or addressing unexpected situations with composure and professionalism. Supporting events or initiatives as required, including logistics coordination, material preparation, and providing assistance to other departments as necessary. Following company policies and protocols related to front desk operations and security.

We are looking for a Chartered Accountant (CA) to join our Finance & Accounting (F&A) team. The ideal candidate will be responsible for handling day-to-day financial operations, reporting, audits, tax compliance, and managing financial statements. Freshers and candidates with up to 1 year of experience are encouraged to apply.Key Responsibilities:Prepare and review financial statements, reports, and balance sheets.Handle tax filings, VAT, and GST compliance.Ensure adherence to accounting policies and standards.Assist in internal and external audits.Manage accounts payable and receivable.Support budget preparation and financial forecasting

Hiring for Anand Rathi Group is one of India's fastest growing full service securities firm.We are Hiring for CA profile candidates who will be part of Institutional Equities include the following:Fundamental Analysis(Stock Valuations) :-1. Working on financial models to formulate & finalize views on the industry and companies from Largecaps and Midcaps space.2.Preparing and publishing Fundamental Research reports that include company based reports, Event based reports and Sector based reports.3. Ensure timely and accurate dissemination of idea to strategists, Fund Managers & Chief investment officers. Keep up to date with current industry trends and trade publications. Interacting with companies and networking to upgrade my knowledge of the sector.4. Meet corporate as well as attend analyst meets and annual general meetings.5. Perform fundamental analysis and valuation on the scrips under coverage using various valuation methods.

The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning Roles and Responsibilities: It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligenceHe/she should have maximum number of own clients relationship and he/she should be aware of local market intelligencePromote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products

Role & responsibilities We are seeking a skilled Business Analyst with experience in financial or brokerage domains to join our product team. In this role, you will be responsible for gathering and analyzing requirements, driving project deliverables, and enhancing the functionality of our broking app and website. You'll collaborate closely with product managers, developers, UX designers, and other stakeholders to deliver best-in-class trading experiences Collaborate with business stakeholders and product teams to gather and document platform requirements for FD and bond products Work closely with IT teams to design and develop new features, enhancements, and integrations for the platform.Provide second-line support for platform-related issues, working with users to resolve technical and functional problems. Participate in UAT, ensuring platform functionality meets the business requirements and performs as expected. Develop and execute UAT plans to ensure deliverables meet specifications, assisting with troubleshooting and defect resolution.Stay updated on broking and financial industry trends, competitors, and regulatory changes that could impact the product.Preferred candidate profile 2-5 years of experience as a Business Analyst or Platform Analyst, preferably in banking or financial services.Hands-on experience with platforms managing Fixed Deposits, Bonds, or other financial instruments. Familiarity with FD and bond products, interest rates, and relevant regulations (RBI, SEBI, etc.). Strong communication and stakeholder management skills, with the ability to bridge the gap between business users and IT. Experience with tools like Excel, Jira, and business analysis platforms.

Position Overview As a Receptionist at our corporate office, you hold the pivotal position of being the initial point of contact for our esteemed visitors and clients. Your paramount duty entails crafting an impeccable first impression and delivering the best service. Responsibilities will include greeting and assisting visitors/ clients, answering phone calls, handling inquiries, with secretarial tasks, including administrative support to management and staff for smooth operation of the office. Responsibilities Welcoming guests and clients and notifying relevant personnel of their arrival. Managing incoming calls, routing them to the appropriate individuals and providing basic information to callers. Offering information about the company and responding to inquiries in a professional manner. Sorting and distributing incoming packages and coordinating for outbound courier services. Managing and coordinating for meeting room availability. Monitoring and ensuring the security of the reception area. Assisting with various administrative tasks such as photocopying, filing, data entry, and maintaining office supplies inventory. Assist in preparing meeting agendas and taking minutes. Keeping the reception area clean, organized, and presentable at all times. Resolving issues and conflicts that may arise at the front desk, such as handling complaints or addressing unexpected situations with composure and professionalism. Supporting events or initiatives as required, including logistics coordination, material preparation, and providing assistance to other departments as necessary. Following company policies and protocols related to front desk operations and security.

Role & responsibilities It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligenceshould have maximum number of own clients relationship and he/she should be aware of local market intelligencePromote Focus Product of the monthMaintain records of business on internal software CRM etc.Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure ProductsIf anyone is interested request you to share the updated profiles to trivenis@rathi.com (8951380792)

Role & responsibilities Punching orders on behalf of clients after their consent. To generate brokerage through advising clients on their equity portfolio. To handle HNI clients & guide them about Investment Products Business analysis and business development by giving training and seminars. For managing day to day or daily client risk. To coordinate with CSE for along with resolving client queries like software download, terminal issue, stock transfer and collection of funds. Business targets and regular review along with Joint meetings Handling client investments and their portfolio. Cross selling of other products like Mutual fund, PMS, SIP, Corporate Bonds, FD, etc.Preferred candidate profile Localite of the locationsPerks and benefits GPA+ Term Insurance, Mobile and Travel reimbursement and lucrative incentives.

DesignationSales ManagerRole PrivilegeIndustry Financial Services / Broking Academic backgroundQualification: Graduate. Reporting toSenior Branch Manager or cluster headTeam Management Yes 7-8 pplWork experience Min 6+ yearsKey Responsibilities Key Job Responsibilities -Acquire quality clients through networking, database, market intelligence, and references from existing clients.Build your own team and guide and lead them and help to regenerate revenue Generate Cross Sell revenue through Financial Planning.Promote Focus Product of the monthMaintain records of business on internal software.Induct new clients to the Central Dealing Desk for smooth interaction and services.Liaison with Central Dealing Desk for revenue generation and query resolution.Conduct activities for Client Acquisition and Financial Planning.Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Other Job Responsibilities - Market Intelligence - Identify potential threats and opportunities.Maintain a congenial work environment.Maintain the brand image of the organization. Additional Desirable Skills

DesignationCluster ManagerRole PrivilegeIndustry Financial Services / Broking Academic backgroundQualification: Graduate. Reporting toSenior Branch Manager or cluster headTeam Management Yes 15 -20 pplWork experience Min 7+ yearsKey Responsibilities Key Job Responsibilities -Acquire quality clients through networking, database, market intelligence, and references from existing clients.Build your own team and guide and lead them and help to regenerate revenue Generate Cross Sell revenue through Financial Planning.Promote Focus Product of the monthMaintain records of business on internal software.Induct new clients to the Central Dealing Desk for smooth interaction and services.Liaison with Central Dealing Desk for revenue generation and query resolution.Conduct activities for Client Acquisition and Financial Planning.Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Other Job Responsibilities - Market Intelligence - Identify potential threats and opportunities.Maintain a congenial work environment.Maintain the brand image of the organization. Additional Desirable Skills 8-10 LPA

DesignationCluster ManagerRole PrivilegeIndustry Financial Services / Broking Academic backgroundQualification: Graduate. Reporting toSenior Branch Manager or cluster headTeam Management Yes 15 -20 pplWork experience Min 7+ yearsKey Responsibilities Key Job Responsibilities -Acquire quality clients through networking, database, market intelligence, and references from existing clients.Build your own team and guide and lead them and help to regenerate revenue Generate Cross Sell revenue through Financial Planning.Promote Focus Product of the monthMaintain records of business on internal software.Induct new clients to the Central Dealing Desk for smooth interaction and services.Liaison with Central Dealing Desk for revenue generation and query resolution.Conduct activities for Client Acquisition and Financial Planning.Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Other Job Responsibilities - Market Intelligence - Identify potential threats and opportunities.Maintain a congenial work environment.Maintain the brand image of the organization. Additional Desirable Skills 8-10 LPA

Job Title: Finance and Accounts AssociateCompany: Anand Rathi IT Pvt. Ltd.Department: Finance and AccountsLocation: Jodhpur, RajasthanJob Type: Full-TimeJob Summary:Anand Rathi IT Pvt. Ltd. is seeking a motivated and detail-oriented Finance and Accounts Associate to join our Finance and Accounts team in Jodhpur. The ideal candidate will have a strong understanding of basic accounting principles, a keen eye for detail, and the ability to learn quickly. This role is ideal for recent graduates with a background in accounting or finance.Key Responsibilities:Assist with daily accounting operations including maintaining and updating financial records.Support the preparation of financial statements and reports.Process invoices, receipts, and payments.Assist with reconciling bank statements and managing accounts payable/receivable.Maintain accurate records of financial transactions.Support tax filings and compliance tasks as needed.Perform other finance-related duties as assigned.Qualifications:Minimum Qualification: Bachelors degree in Commerce (B.Com).Experience: 0-2 years in accounting or finance-related roles (freshers are welcome to apply).Basic knowledge of accounting principles and financial processes.Familiarity with accounting software and Microsoft Excel is a plus.Strong attention to detail and ability to work with numbers.Good communication and organizational skills.Ability to work effectively in a team environment.How to Apply:Please send your resume to suryapratapgehlot@rathi.com.This is a great opportunity for someone eager to grow and build a career in finance and accounts at Anand Rathi IT Pvt. Ltd. in Jodhpur.

Hiring!!!! Position: Relationship Manager Privilege:Key Job Responsibilities -Acquire quality clients through networking, data base, market intelligence and references from existing clients.Generate Cross Sell revenue through Financial Planning.Promote Focus Product of the monthMaintain records of business on internal software.Induct new clients to the Central Dealing Desk for smooth interaction and services.Liaison with Central Dealing Desk for revenue generation and query resolution.Conduct activities for Client Acquisition and Financial Planning.Ensure compliance as per various regulator and organization guidelines.Maintain the brand image of the organization.Preferred candidate profile - Only from Broking , Insurance & bankingPerks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same.2. Review relationship incase of existing clients and increase revenue through them3. Obtain minimum five client references from existing and new clients for business expansion4. Client Servicing based on research and back office inputs5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy )6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queriesPreferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates can share their resumes@Divyakalyanwat@rathi.com/ 8306147406 and can also refer your friend/Colleagues as well.

Hiring!!!! Position: Relationship Manager Privilege:Key Job Responsibilities -Acquire quality clients through networking, data base, market intelligence and references from existing clients.Generate Cross Sell revenue through Financial Planning.Promote Focus Product of the monthMaintain records of business on internal software.Induct new clients to the Central Dealing Desk for smooth interaction and services.Liaison with Central Dealing Desk for revenue generation and query resolution.Conduct activities for Client Acquisition and Financial Planning.Ensure compliance as per various regulator and organization guidelines.Maintain the brand image of the organization.Preferred candidate profile - Only from Broking , Insurance & bankingPerks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same.2. Review relationship incase of existing clients and increase revenue through them3. Obtain minimum five client references from existing and new clients for business expansion4. Client Servicing based on research and back office inputs5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy )6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queriesPreferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates can share their resumes@Divyakalyanwat@rathi.com/ 8306147406 and can also refer your friend/Colleagues as well.

Looking for Preferred RM for Hyderabad location.Job Description for Preferred RM : Job Description for Preferred Relationship Manager -Wealth SUMMARY: -The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.PRE-REQUISITES: -Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.Selling of products : Mutual Funds, PMS, Structured Products.Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.Experience of advising clients across asset classes.Strong analytical skills and ability to work in teams.Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.To conduct and assist in organizing seminars, workshops and other business development activities.If you are interested please share your profile on pushpajaiswar@rathi.com or call on 9920799578 for further discussion on the same .Regards Pushpa JaiswarHuman Resource Anandrathi

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.Selling of products : Mutual Funds, PMS, Structured Products.Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.Experience of advising clients across asset classes.Strong analytical skills and ability to work in teams.Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.To conduct and assist in organizing seminars, workshops and other business development activities.Role & responsibilities

Job descriptionRole & responsibilitiesSourcing to loan disbursement of LAP Files.Should have market connect of 25+ DSA channels.Good understanding of various programs like Vanila income, Low LTV, Banking Product, NIP/LIP etc.Basic Understanding on Financials.Daily Field visit to meet channel partners and build relationshipDemonstrate a comprehensive understanding of Loan Against Property product, including eligibility criteria, valuation methodologies, and risk assessment.Take ownership of monthly Login activities, ensuring accurate and timely documentation and adherence to internal process.Meeting Self- Assigned disbursal targets as per credit policies.Cultivate strong relationships with existing DSAs and develop new relationship.Should have been recognized on performance in current/Previous assignments.Essential Skills/Competencies :Communication and Interpersonal skillsUnderstanding of LAP ProductBehavioral Profile :AdaptabilityTeam PlayerReady to TravelRole: BD / Pre Sales - Other Industry Type: NBFCDepartment: Sales & Business Development Employment Type: Full Time, Permanent Role Category: BD / Pre Sales Education UG: Any Graduate Interested Candidate can share the CV in the below mentioned Email ID.nbfcrecruitment@rathi.com

Role & responsibilities Team Handling and AUM collectionIncrease revenue from new client through up sale / Cross SellAcquisition of HNI, Retail clients and Corporate ClientsPromote Focus Product of the month.Ensure individual and team performance as per norms.Recruit, induct, handhold, facilitate and motivate team members.Retention of performing team members.Ensure smooth day-to-day operations of the branch within the given guidelines, framework and budgets.Ensure compliance as per various regulator and organization guidelines.Cross Selling of Third Party Products- LI, MF, FD, Bonds etc

Position : Developer / Sr. Developer Angular + .NetExperience : 4-6 yrsEducation : BE / B. Tech / MCAJob Location : Jodhpur, Rajasthan (onsite)Role and Responsibilities: Work on implementing designs, developing high quality programs and systems, partnering with associates as a client programmer to ensure high quality deliverables. Define implementation processes, code and other quality standards. Understanding of Software Engineering with practice in at least 3 projects Good knowledge on ANGULAR (HTML/ CSS/ JAVASCRIPT/ Typescript /BOOTSTRAP/ JQUERY/ HTML5/ CSS3)Technical Skills: Angular 6.0, 7.0 or above Dot Net Core with MVC architecture and Entity Framework PostgreSQL nice to have Prior experience of working in Banking/Financial Services/ insurance, client on-boarding domain would be a big plus. Desirable to have performed a tech/module lead role Solid understanding of the SDLC processes and testing including unit testing API and prior API integration experience a must have Knowledge of tools such as Mantis, JIRA, SonarQube a definite plusBehavioral Skills: Team work and collaboration with internal / external teams.Effective communication skills (listening, expressing, writing).Creativity and problem solving.Critical thinking, attention to detail (keen eye for identifying and resolving defects).Time Management and self improvement.Collaborate within and cross teams. Participate effectively on other development activities like code reviews, automation, unit testing etc.

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Jaipur location.Designation: - Sr. Manager / AVPJob Description for Preferred Relationship Manager SUMMARY: -The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.PRE-REQUISITES: -Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products.Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.Experience of advising clients across asset classes.Strong analytical skills and ability to work in teams.Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)ROLES & RESPONSIBILITIES: -The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.To conduct and assist in organizing seminars, workshops and other business development activities.Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . RegardsPushpa Jaiswar Human Resource Anandrathi Group

Job descriptionContribute in Sourcing to loan disbursement of LAP Files.Oversee the entire process from sourcing to loan disbursement of Loan Against Property (LAP) files sourced by RMs.Should have market connect of 50+ DSA channels.Good understanding of various programs like Vanila income, Low LTV, Banking Product, NIP/LIP etc.Basic Understanding on Financials and managing P&L.Schedule Daily Field visit with team to meet channel partners and build relationshipDemonstrate a comprehensive understanding of Loan Against Property product, including eligibility criteria, valuation methodologies, and risk assessment.Take ownership of monthly Login activities, ensuring accurate and timely documentation and adherence to internal process.Meeting Self- Assigned disbursal targets as per credit policies.Should have minimum 4 years of Team handling ExposureCultivate strong relationships with existing DSAs and develop new relationship.Should have been recognized on performance in current/Previous assignments.Essential Skills/Competencies : Communication and Interpersonal skillsUnderstanding of LAP ProductsBehavioral Profile :AdaptabilityTeam PlayerReady to Travel Role: BD / Pre Sales - Other Industry Type: NBFCDepartment: Sales & Business DevelopmentEmployment Type: Full TimePermanent Role Category: BD / Pre SalesEducation UG: Any Graduate Role: Area Sales Manager (B2C)Industry Type: NBFC (Micro Finance)Department: Sales & Business DevelopmentEmployment Type: Full Time, PermanentRole Category: Retail & B2C Sales

Contribute in Sourcing to loan disbursement of LAP Files.Oversee the entire process from sourcing to loan disbursement of Loan Against Property (LAP) files sourced by RMs.Should have market connect of 50+ DSA channels.Good understanding of various programs like Vanila income, Low LTV, Banking Product, NIP/LIP etc.Basic Understanding on Financials and managing P&L.Schedule Daily Field visit with team to meet channel partners and build relationshipDemonstrate a comprehensive understanding of Loan Against Property product, including eligibility criteria, valuation methodologies, and risk assessment.Take ownership of monthly Login activities, ensuring accurate and timely documentation and adherence to internal process.Meeting Self- Assigned disbursal targets as per credit policies.Should have minimum 4 years of Team handling ExposureCultivate strong relationships with existing DSAs and develop new relationship.Should have been recognized on performance in current/Previous assignments.Essential Skills/Competencies :Communication and Interpersonal skillsUnderstanding of LAP ProductsBehavioral Profile :AdaptabilityTeam PlayerReady to TravelRole: BD / Pre Sales - Other Industry Type: NBFC Department: Sales & Business DevelopmentEmployment Type: Full TimePermanent Role Category: BD / Pre SalesEducation UG: Any Graduate

We at Preferred are hiring Preferred Relationship Manager with Anand Rathi Group for Across location -KolkataDesignation: - Sr. Manager / AVPJob Description for Preferred Relationship Manager SUMMARY: -The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.PRE-REQUISITES: -Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products.Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.Experience of advising clients across asset classes.Strong analytical skills and ability to work in teams.Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)ROLES & RESPONSIBILITIES: -The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.To conduct and assist in organizing seminars, workshops and other business development activities.Please share profiles on pushpajaiswar@rathi.com or call on 9359038839 for further discussion . RegardsPushpa Jaiswar Human Resource Anandrathi Group

Experience: 8+Years Qualification/s: Graduate in commerce / PG / MBALocation: - Allahabad Managing, training, Recruiting and providing overall guidance to the sales team of an assigned territory.Setting reasonable sales targets to be achieved by the sales team.Monitoring the performance of the sales team and motivating members to meet or exceed sales targets.Developing and sustaining long-term relationships with customers.Implementing a sales management process to assist the sales team in identifying and prioritizing key customers and prospects.Business targets and regular review along with Joint meetings.Handling client investments and their portfolio.Cross selling of Third Party products like Mutual fund, PMS, SIP, Corporate Bonds, FD, etc.

Role & responsibilities Overview and handling of Compliance related to Company Law matter of Private Limited and Public Limited companiesCompliance of Secretarial StandardsFilling of Various forms with Registrar of companiesConducting Board meetings and Related compliances Drafting of Minutes Interaction and coordination with RTA and other authority for Share Transfers and related matters.Maintenance of Statutory Registers and related compliances. Creation and Modifications of charges compliances;Annual returns and compliance with ROCOverview of Compliance of Group companies. Other secretarial matters.

Hi,We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Nagpur location.Designation: - Sr. Manager / AVPJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.PRE-REQUISITES: -Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.Selling of products : Mutual Funds, PMS, Structured Products.Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.Experience of advising clients across asset classes.Strong analytical skills and ability to work in teams.Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)ROLES & RESPONSIBILITIES: -The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.To conduct and assist in organizing seminars, workshops and other business development activities.Please share profiles on pushpajaiswar@rathi.com or WhatsApp on 9920799578 for further discussion . RegardsPushpa JaiswarHuman ResourceAnandrathi Group

Job descriptionRole & responsibilitiesSourcing to loan disbursement of LAP Files.Should have market connect of 25+ DSA channels.Good understanding of various programs like Vanila income, Low LTV, Banking Product, NIP/LIP etc.Basic Understanding on Financials.Daily Field visit to meet channel partners and build relationshipDemonstrate a comprehensive understanding of Loan Against Property product, including eligibility criteria, valuation methodologies, and risk assessment.Take ownership of monthly Login activities, ensuring accurate and timely documentation and adherence to internal process.Meeting Self- Assigned disbursal targets as per credit policies.Cultivate strong relationships with existing DSAs and develop new relationship.Should have been recognized on performance in current/Previous assignments.Essential Skills/Competencies :Communication and Interpersonal skillsUnderstanding of LAP ProductBehavioral Profile :AdaptabilityTeam PlayerReady to TravelRole: BD / Pre Sales - Other Industry Type: NBFCDepartment: Sales & Business Development Employment Type: Full Time, Permanent Role Category: BD / Pre Sales Education UG: Any Graduate Interested Candidate can share the CV in the below mentioned Email ID.nbfcrecruitment@rathi.com

Roles and Responsibilities: -1.Acquire quality clients through networking, database, market intelligence and references from existing clients. 2. Generate Cross Sell revenue through Financial Planning. 3. Promote Focus Product of the month. 4. Maintain records of business on internal software. 5. Induct new clients to the Central Dealing Desk for smooth interaction and services. 6. Liaison with Central Dealing Desk for revenue generation and query resolution. 7. Conduct activities for Client Acquisition and Financial Planning. 8. Ensure compliance as per various regulator and organization guidelines. 9. Maintain the brand image of the organization. 10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services. Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably from BFSI/ NBFC IndustryInterested candidates can send updates cv to nithyamanoharan@rathi.com or call 9884188091

Dear All, Greetings from AnandRathi !!We are currently hiring for Equity advisor @ Coimbatore locationJob DescriptionAs part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base.Job ResponsibilitiesExecute the orders on behalf of clients.Confirmation of trade done by EOD.Ensure the volume of trade is higher & clients trade frequently.Promoting research calls to increase volume & frequently.Daily processing & confirmation of trades.Punch orders for clients on NSE/ BSE terminals.Monitor client exposure limits.Solving queries of the customers.Drive focus on generating new business/client base o Responsible to ensure all activities are in adherence as per Compliance framework.New A/C opening and manage portfolio.Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc) NISM 8 certified is must.Interested candidate can share their updated resume at nithyamanoharan@rathi.com or 9884188091

Roles and Responsibilities: -1.Acquire quality clients through networking, database, market intelligence and references from existing clients. 2. Generate Cross Sell revenue through Financial Planning. 3. Promote Focus Product of the month. 4. Maintain records of business on internal software. 5. Induct new clients to the Central Dealing Desk for smooth interaction and services. 6. Liaison with Central Dealing Desk for revenue generation and query resolution. 7. Conduct activities for Client Acquisition and Financial Planning. 8. Ensure compliance as per various regulator and organization guidelines. 9. Maintain the brand image of the organization. 10. Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services. Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably from BFSI/ NBFC IndustryInterested candidates can send updates cv to nithyamanoharan@rathi.com or call 9884188091

Dear All, Greetings from AnandRathi !!We are currently hiring for Equity advisor @ ChennaiJob DescriptionAs part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base.Job ResponsibilitiesExecute the orders on behalf of clients.Confirmation of trade done by EOD.Ensure the volume of trade is higher & clients trade frequently.Promoting research calls to increase volume & frequently.Daily processing & confirmation of trades.Punch orders for clients on NSE/ BSE terminals.Monitor client exposure limits.Solving queries of the customers.Drive focus on generating new business/client base o Responsible to ensure all activities are in adherence as per Compliance framework.New A/C opening and manage portfolio.Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc) NISM 8 certified is must.Interested candidate can share their updated resume at nithyamanoharan@rathi.com or 9884188091

NRI Operations SpecialistAbout the RoleWe are seeking a detail-oriented NRI Operations Specialist to join our finance team. In this role, you will be responsible for managing and streamlining the Non-Resident Indian (NRI) banking operations, with a primary focus on bank onboarding processes. The ideal candidate will have excellent communication skills, strong understanding of banking procedures, and the ability to coordinate effectively across multiple financial institutions.Key Responsibilities Serve as the primary liaison between our organization and various banking partners for NRI account setup and maintenance Manage the end-to-end bank onboarding process for NRI clients, ensuring all regulatory requirements are met Validate and process documentation related to NRI accounts, including KYC, FEMA compliance, and tax-related documents Coordinate with internal teams and external banking partners to resolve operational issues and ensure smooth customer experience Monitor and track onboarding progress, providing regular status updates to stakeholders Identify bottlenecks in the NRI onboarding process and propose solutions to enhance efficiency Stay updated on changing regulations affecting NRI banking and implement necessary process updates Develop and maintain standard operating procedures for NRI operations Create and deliver reports on operational metrics and performance indicatorsQualificationsBachelor's degree in Finance, Business Administration, or related field3+ years of experience in banking operations, preferably with exposure to NRI servicesStrong understanding of FEMA regulations, RBI guidelines, and other regulatory frameworks related to NRI bankingFamiliarity with international banking products and services focused on NRIsExperience with banking systems and financial softwareExcellent verbal and written communication skillsStrong organizational and time management abilitiesAttention to detail and problem-solving aptitudeAbility to handle multiple priorities in a fast-paced environmentPreferred Skills/ExperienceKnowledge of remittance processes and foreign exchange operationsExperience with CRM systems and banking softwareUnderstanding of FATCA, CRS, and other international tax compliance requirementsPrevious experience in customer-facing roles within financial servicesWhat We OfferCompetitive salary and benefits packageProfessional growth and development opportunitiesCollaborative work environmentOpportunity to contribute to the growth of our NRI banking services Please share profiles on pushpajaiswar@rathi.com or WhatsApp on 9920799578 for further discussion .RegardsPushpa JaiswarHuman ResourceAnandrathi Group

Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clientsIf anyone is interested please share your updated profiles to trivenis@rathi.com( 8951380792)