Job Description
Job Location - Pune, Shivajinagar
CTC Offered - 4 to 4.5L
Notice Period - Immediate to 15 days joiners would be Preferred
Job Type - Full Time Work from Office
Job Description:-
1. Calendar Management
2. Travel Management
3. Client Management (Coordinating the meeting, Creating MOMs, etc)
4. Managing/Collating different Data of the team
5. Any other work as per the requirement of the Executive Director
6. Fixing meetings with prospective clients and assisting RM in acquiring new clients.
7. Preparing and maintaining various trackers to track inputs and performance of the team AMs/RMs and presenting them to the ED in the internal review meetings
8. Following up with the team to ensure targets are met within expected time and updating the ED on the same.
Required:-
1. Ideal Candidate with good Excel Skill
2. Ideal Candidate with excellent communication and interpersonal skill
3. Candidate should be interested in finance field and wants to grow in the Wealth Management Industry
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Job Details
Posted Date:
February 26, 2026
Job Type:
Business
Location:
India
Company:
Anand Rathi Wealth Limited
Ready to Apply?
Don't miss this opportunity! Apply now and join our team.