Account Manager

3 weeks ago


Chandigarh India, India Anand Rathi Wealth Limited Full time

Job Description

• Financial Planning, Portfolio Strategy & Reporting of existing portfolio

• Identifying opportunities within the clients existing portfolio based on product team recommendations across Mutual Funds, MLD, AIF, PMS, Bonds, Debentures & other products

• Support the Senior Private Banker in business development

• Handling Documentation & transactional work


Growth Path

• The Account Manager who showcases good performance and has spent reasonable time in the role will be provided with an opportunity to progress into an Independent wealth advisor by the company


Education Qualification

• MBA in Finance, CA, CFA - level 2


Experience

• 0 to 3yrs in BFSI/NBFC


Location

• Chandigarh, and candidate from local or nearby can apply.



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