Athachi_finserv

Athachi_finserv Athachi finserv is the financial services arm of Athachi Group dealing in distribution of Financial Products.

We are a one stop shop for savings and investments offering bespoke services in Mutual Funds, Equities, Derivatives, Commodities and Debt-based instruments along with tax and estate planning solutions.We believe that well-disciplined investment decisions enable economic prosperity and social progress.What makes an association with us unique is the fact that, we treat you-our clients-as our investm

ent, which is why it’s much more than just a business. We take time to understand your unique needs and objectives to provide holistic solutions through a systematic approach. We are passionate about ensuring that clients are provided access to the best expertise and robust financial solutions throughout their entire investment journey.

May the mindset of abundance bring joy & cheer to your life 🎄
25/12/2024

May the mindset of abundance bring joy & cheer to your life 🎄

11/12/2024
POSITION: Senior Manager Athachi FinServ Responsibilities:• Develop and manage relationships with high-net-worth individ...
15/03/2023

POSITION: Senior Manager Athachi FinServ

Responsibilities:

• Develop and manage relationships with high-net-worth individuals and ensuring investment goals are met.

• Analyze potential investments and develop strategies aligned with the firm's goals.

• Manage advisors, ensuring necessary skills and resources.

• Establish and maintain relationships with stakeholders, including investors and financial institutions.

• Ensure compliance with financial regulations and requirements.

• Monitor and evaluate financial performance, making recommendations for improvement.

• Participate in industry events and conferences to stay updated on trends.

• Implement marketing strategies to attract new clients.

• Prepare and present reports on financial performance and client activity.

• Requirements:

• Bachelor's degree in Finance, Business or related field.

• Master's degree preferred.

• 5+ years of experience in wealth management advisory or financial management.

• Strong knowledge of financial products and services.

• Strong analytical and problem-solving skills.

• Excellent communication and interpersonal skills, with ability to build and maintain relationships with high-net-worth individuals and institutional clients.

• Strong business acumen, with understanding of the wealth management advisory industry.

Address

Kallekkad Palakkad
Palghat
678006

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

Telephone

+917994449368

Website

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