Account Manager

3 days ago

New Delhi, India Anand Rathi Wealth Limited Full time

Designation -Account Manager Education -Graduation + CA CTC Offered -11.11L (8.5L Fixed) Location -Ahmedabad, GujratAn 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 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 portfolio2) 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. Alternatives3) Support the RM in business development – a. Help acquire a database of prospective clients b. Maintain the database of referrals4) 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 account5) Attending to client queriesCareer 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

    1 day ago

    New Delhi, India Perfios Full time

    Role Summary The core responsibilities of Account Manager for Strategic Account at Perfios can be broken down into key areas: Account Management, sales strategy development, Adoption & Account ecosystem, customer relationship management, Problem management and revenue growth. Key Responsibilities: Account Development Manage PSU Accounts for Perfios with...

  • Account Manager

    5 days ago

    New Delhi, India EFRAC Lab Full time

    Accounts Manager (CA/CA INTER) We are now looking for anexperienced Accounts Managerto lead our financial operations. The Accounts Manager will lead the company’s accounting and financial management processes. The role requires a seasoned professional withminimum 15 years of relevant experience, exceptional skills inAdvanced Exceland financial data...

  • Account Manager

    1 week ago

    New Delhi, India H. P. Jadeja & Associates Full time

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for an Account Manager located in Mumbai. The Account Manager will be responsible for managing client accounts, building and maintaining strong client relationships, ensuring successful project delivery, and providing excellent customer service. Daily tasks...

  • Account Manager

    3 days ago

    New Delhi, India Tekno Valves Full time

    DESIGNATIONManager - Accounts & TaxationOVERVIEWAn opportunity for managing Accounts, Taxation & Finance of an Industrial Valve Manufacturing Company.EDUCATIONAL QUALIFICATIONSB.Com / M.Com / MBA (Finance) / CA or CFA ( will be preferred)COMPETENCYMinimum 10 years working experience in a product manufacturing organisationWorking experience in below with...

  • Account Manager

    3 days ago

    New Delhi, India Bradsol Full time

    Role: Account managerRemote Timings : 5pm-2amManage and grow strategic accounts. As well as Add new Logos.You will be responsible for directing the organic growth strategy across a strategic account portfolio, including vision setting, annual account planning, identification of key growth opportunities, proactive client value creation and overall financial...

  • Account Manager

    1 day ago

    New Delhi, India Safexpress Private Limited Full time

    Job Opening: Account Manager – Pune (Vadgaon)Location: Maharashtra South (Pune – Vadgaon)Position: Account Manager | Department: BDMReports To: Area ManagerCTC: ₹3.5 – 5.5 LPA + Fuel Reimbursement + Medical InsuranceRole OverviewJoin Safexpress, India’s leading logistics company, as an Account Manager to drive sales growth, manage key clients, and...

  • Account Manager

    5 days ago

    New Delhi, India Valentis Cancer Hospital Full time

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for an Account Manager at Valentis Cancer Hospital located in Meerut. The Account Manager will be responsible for maintaining and enhancing relationships with clients, managing client accounts, analyzing and resolving client issues, and coordinating with...

  • Account Manager

    3 days ago

    New Delhi, India TING Full time

    We are seeking an experienced Account Manager to join our advertising team. The ideal candidate will have a proven track record of managing and growing client relationships, along with experience in managing and leading account teams. Responsibilities: Manage a portfolio of client accounts, ensuring successful campaign delivery and client satisfaction...

  • Manager Accounts

    3 days ago

    New Delhi, India Lathia Rubber Full time

    To play a crucial role in overseeing financial operations and ensuring the accuracy and integrity of financial informationAccounts Management * Control of financial policies and accounting activities. * Planning and preparation of budget and forecasting. • Accounts and Balance sheet finalization. 1. Timely & error free finalization of accounts & balance...

  • Manager Accounts

    1 day ago

    New Delhi, India Lathia Rubber Full time

    To play a crucial role in overseeing financial operations and ensuring the accuracy and integrity of financial informationAccounts Management* Control of financial policies and accounting activities.* Planning and preparation of budget and forecasting.• Accounts and Balance sheet finalization.1. Timely & error free finalization of accounts & balance...