Account Manager

4 weeks ago

Hyderabad, Telangana, India Anand Rathi Wealth Limited Full time

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

Eligibility Criteria:

  • MBA (Preferably Finance) / Chartered Accountant / CFA Level 2 Cleared
  • 0-2 years of Experience

Role:

1)Financial Planning, Portfolio Strategy and Reporting

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

  • Client requirement and
  • Our 2 point strategy by following the 6 step process

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.

  • Account Manager

    4 weeks ago

    Hyderabad, Telangana, India Jigya Software Services Full time

    Job Summary: -The Accounting Manager will be responsible for overseeing financial operations, ensuring accuracy in financial reporting, and maintaining compliance with regulatory requirements. This role will involve supervising accounting staff, managing financial transactions, and providing strategic financial guidance to support business growth and...

  • Accounts Manager

    4 days ago

    Hyderabad, Telangana, India Weekday AI Full time ₹ 4,80,000 - ₹ 5,00,000 per year

    This role is for one of the Weekday's clientsSalary range: Rs Rs ie INR 4.8-5 LPA)Min Experience: 9 yearsLocation: hyderabadJobType: full-timeWe are seeking a highly experienced and detail-oriented Accounts Manager to join our dynamic finance team. The ideal candidate will bring 9–14 years of robust accounting experience, demonstrating strong expertise in...

  • Accounting Manager

    2 days ago

    Hyderabad, Telangana, India Amgen Full time

    Career Category Finance ABOUT AMGEN Amgen harnesses the best of biology and technology to fight the world s toughest diseases and make people s lives easier fuller and longer We discover develop manufacture and deliver innovative medicines to help millions of patients Amgen helped establish the biotechnology industry more than 40 years ago and...

  • Account Manager

    3 weeks ago

    Hyderabad, Telangana, India Ascendion Full time

    Account Manager Role Overview:We are seeking a dynamic and results-driven Account Manager to lead CXO-level engagements, drive strategic IT solutions, and manage high-value client accounts. The ideal candidate will have a proven track record in IT services sales, consultative selling, and revenue generation through strong client relationships.Key...

  • Account Manager

    4 weeks ago

    Hyderabad, Telangana, India MKRao and Co Full time

    Company DescriptionWe are a 32-year-old well-established Chartered Accountants Firm. We offer complete range of professional services in all financial and commercial matters for individuals and body corporates.We are a 20-member team, head quartered in Hosur and have offices at Hyderabad, Bangalore and Vijayawada.We are regular Statutory Auditors and...

  • Account Manager

    2 weeks ago

    Hyderabad, Telangana, India MKRao and Co Full time

    Company DescriptionWe are a 32-year-old well-established Chartered Accountants Firm. We offer complete range of professional services in all financial and commercial matters for individuals and body corporates.We are a 20-member team, head quartered in Hosur and have offices at Hyderabad, Bangalore and Vijayawada.We are regular Statutory Auditors and...

  • Account Manager

    22 hours ago

    Hyderabad, Telangana, India Tek Tree LLC Full time

    Job Description – US Healthcare Account ManagerPosition: Account Manager – US Healthcare StaffingLocation: [Insert Location / Remote]Employment Type: Full-timeAbout the RoleWe are looking for a results-driven and client-focused US Healthcare Account Manager with proven expertise in managing staffing programs, especially within Client-Specific Units (CSU)...

  • Accounting Manager

    4 weeks ago

    Hyderabad, Telangana, India Amgen Full time

    ABOUT AMGEN Amgen harnesses the best of biology and technology to fight the worlds toughest diseases, and make peoples lives easier, fuller and longer.We discover, develop, manufacture and deliver innovative medicines to help millions of patients.Amgen helped establish the biotechnology industry more than 40 years ago and remains on the cutting-edge of...

  • Account Manager

    2 weeks ago

    Hyderabad, Telangana, India Ascendion Full time

    Role: Account Manager Location: Hyderabad Key Pointers: Lead CXO-level conversations and shape high-impact IT solutions. Collaborate with delivery and pre-sales to drive value-led proposals Your responsibilities will include: Sales and business development - the incumbent will co-own the sales targets for this stream along with the Sales Lead. In...

  • Manager Accounts

    2 days ago

    Hyderabad, Telangana, India Michael Page Full time

    Job Description- Lead the finance & accounting function as a Finance Controller- Be a part of a global organisation, working with the Director financeJob Description- Manage and oversee daily accounting operations, including accounts payable, accounts receivable, and general ledger activities.- Ensure compliance with relevant financial regulations and...