PCG - RM

About the Company

Anand Rathi Group is among India’s rapidly expanding full-service securities businesses. Its portfolio includes wealth management, investment banking, corporate finance and advisory, brokerage, and distribution across equities, commodities, mutual funds, and insurance. With a footprint of more than 180 locations, the group serves corporates, institutions, foreign investors, and individual clients. The organization is looking for ambitious, energetic, and target-driven professionals to support its growth plans.

Role Overview

This is a direct sales role focused on building a strong base of high-net-worth individual (HNI) clients through networking, database outreach, and market intelligence. The candidate is expected to manage a sizeable personal client portfolio, stay updated on local market trends, and drive sales of key financial products.

Responsibilities

• Develop new HNI client relationships through networking, database-led outreach, and local market intelligence.
• Maintain and grow a large portfolio of personal client relationships.
• Promote the featured focus product of the month.
• Sell mutual funds, insurance, portfolio management services, and structured products to HNI customers.
• Work with clients from banking and broking backgrounds, especially those managing bank AUM for HNI investors.
• Handle a client base of around 25–30 customers.
• Manage equity-related assets of approximately 5–6 crore.
• Be responsible for an overall AUM of about 12–15 crore in equity and investment products.

Eligibility

Open to any graduate candidate with relevant experience in banking or broking and exposure to HNI client acquisition and relationship management.

Additional Information

This position is based in Bengaluru, India. It is a full-time opportunity with a fixed annual compensation range of INR 7,50,000 to INR 14,00,000.