Account Manager

1 day ago


Bengaluru, Karnataka, India Anand Rathi Wealth Limited Full time

Qualification: CA qualified

Location: Bangalore

Experience: Fresher

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.

Role:

1)Financial Planning , Portfolio Strategy and Reporting

a. Assisting the RM in making of financial plans for clients keeping in mind

i. Client requirement.

b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR.

c. Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio.

2) Identifying opportunities within the client existing portfolio based on product team recommendations

across –

a. MFs ,

b. Structured Product,

c. Change in the house view on various asset classes

d. Alternatives

3) Support the RM in business development –

a. Help acquire a database of prospective clients

b. Maintain the database of referrals

4) Documentation –

a. Filling up and executing MF transactions of clients, including non-financial transactions (like change of

bank mandate)

b. Filling up and executing SPs transaction of the clients.

c. Opening broking / DP account

5) Attending to client queries

Career Progression for AM

-For the right AM the firm will provide them the opportunity to become RMs.-

Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), it's imperative that the AMs have the required advisory skills and product and market knowledge.

-Also given that all our clients are very wealthy and are between 45-60 yrs. it's also imperative that the advisor has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealth manager.

-Based on past experience, the AMs will need about 3 years of work experience before becoming RMs.



  • Bengaluru, Karnataka, India beBeeBranch Manager Full time

    Job OpportunityLead a high-performing team and manage Branch Profitability, ensuring excellent service, Customer Relationship Management, Operations, and Risk.Oversee all branch objectives and overall supervision of the branch, ensuring achievement of branch targets by generating business and driving cross-sells.Key responsibilities include overseeing High...

  • Senior Executive

    2 hours ago


    Bengaluru, Karnataka, India beBeeOperations Manager Full time US$ 90,000 - US$ 1,20,000

    About UsWe are an international provider of asset management, fund administration, trust fiduciary and corporate services to mostly corporate but also high-net-worth clients.We have a global network of offices in over 30 countries, with a presence in Hong Kong. Our private ownership allows us to be fully committed to our client's long-term financial needs...

  • Manager - Accounting

    3 weeks ago


    Bengaluru, Karnataka, India Lodha & Bhatt Full time

    We are seeking a qualified and experienced Chartered Accountant to lead the finance operations for one of our most prestigious clients. The selected candidate will be responsible for end-to-end financial management, overseeing a team of two, ensuring timely and accurate reporting, and acting as the primary liaison between our firm and the client's finance...

  • Manager - Accounting

    3 weeks ago


    Bengaluru, Karnataka, India Lodha & Bhatt Full time

    We are seeking a qualified and experienced Chartered Accountant to lead the finance operations for one of our most prestigious clients. The selected candidate will be responsible for end-to-end financial management, overseeing a team of two, ensuring timely and accurate reporting, and acting as the primary liaison between our firm and the client's finance...

  • Manager - Accounting

    2 weeks ago


    Bengaluru, Karnataka, India Lodha & Bhatt Full time

    We are seeking a qualified and experienced Chartered Accountant to lead the finance operations for one of our most prestigious clients. The selected candidate will be responsible for end-to-end financial management, overseeing a team of two, ensuring timely and accurate reporting, and acting as the primary liaison between our firm and the client's finance...

  • Account Manager

    1 day ago


    Bengaluru, Karnataka, India Quess Corp Limited Full time

    Key Account Manager - IT Staffing (Bangalore & Hyderabad , Pune )The Role:We are searching for a driven and experienced Key Account Manager to join our growing team in Bangalore, Mumbai, Pune, or Hyderabad. You will play a pivotal role in developing and managing relationships with our key clients, driving revenue growth, and exceeding...

  • Account Manager

    3 weeks ago


    Bengaluru, Karnataka, India Amazon Full time

    Amazon Advertising operates at the intersection of advertising and ecommerce and offers advertisers a rich array of innovative advertising solutions across Amazon's mobile and desktop websites, proprietary devices and DSP solution. We believe that advertising, when done well, can enhance the customer experience and generate a positive return on investment...


  • Bengaluru, Karnataka, India Amazon Full time

    - Lead a team of Account Managers, prioritizing strategic initiatives and provide escalation support as needed.- Success will be measured by the performance of your internal teams on input metrics and impact of vendors on creating a great customer experience for buying consumers- Identify, action and/or provide advice on how to improve business input metrics...

  • Accounting Manager

    16 hours ago


    Bengaluru, Karnataka, India TAB Surfaces Full time

    Job Description: Accounting ManagerCompany: TAB SurfacesLocation: Hosur, Tamil Nadu (On-site)About TAB SurfacesTAB Surfaces is a global leader in natural stone processing and engineered quartz manufacturing. We provide a premium range of granite, marble, quartzite, and more for a wide array of applications. Our reputation is built on a foundation of...

  • Account Manager

    3 weeks ago


    Bengaluru, Karnataka, India Horizontal Talent Full time

    About the Role:We are seeking a dynamic and results-driven Account Manager – Client Servicing to join our IT staffing team in Bangalore. The ideal candidate will be responsible for managing and expanding key client accounts, ensuring exceptional delivery on IT hiring needs, and acting as a strategic partner to clients. You will play a crucial role in...