Account Manager
1 week ago
Role Description An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. 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 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.Qualifications CA certification is mandatory Minimum of 0-2 years experience in wealth management or related field Excellent communication, interpersonal, and client relationship management skills Exceptional problem-solving skills and a proactive approach to client needs
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Accounting Manager
3 weeks ago
New Delhi, India Anderson Global Full timeAccounting ManagerThe purpose of the Accounting Manager is to oversee the Accounting Supervisors in Ahmedabad. This position involves collaborating with the US Tax/Accounting Management team to ensure that performance metrics, policies, and goals are consistent across teams. The manager is responsible for coaching and supporting supervisors to help develop...
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Account Manager
2 weeks ago
New Delhi, India Infojini Inc Full timeWe are actively hiring for an Account Manager for Hyderabad locationRole OverviewThe Account Manager will be responsible for managing and growing client relationships in the recruitment and staffing domain. This role requires a balance of client management, business development ( adding POC’s only to an existing client mapped to the Account Manager ) , and...
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Account Manager
3 days ago
New Delhi, India Infojini Inc Full timeWe are actively hiring for an Account Manager for Hyderabad locationRole Overview The Account Manager will be responsible for managing and growing client relationships in the recruitment and staffing domain. This role requires a balance of client management, business development ( adding POC’s only to an existing client mapped to the Account Manager ) ,...
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Accounts Manager
2 weeks ago
New Delhi, India Propacity Full timeCompany: PropacityLocation: Shivaji Nagar, PuneEmployment Type: Full-timeAbout PropacityPropacity is a fast-growing proptech company focused on transforming the real estate ecosystem through technology, data-driven solutions, and seamless digital experiences. We enable developers, brokers, and real-estate businesses to streamline operations, improve customer...
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Account Manager
1 week ago
New Delhi, India Peoplemint Consultants Full timeHiring for " Account Manager" in a leading Manufacturing company.Location: Kolkata HO | Reporting to: AGM – Accounts** Qualification & Experience Commerce graduate (B.Com) with strong knowledge ofTally Prime Proficiency inMS Excel(advanced functions, reporting, data analysis) Mandatory:Experience in daily accounting operations in amanufacturing...
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Account Manager
3 days ago
New Delhi, India Paperchase Accountancy (GDC) Full timeAbout the CompanyWe are seeking a highly skilled and experienced Finance & Accounts Manager to lead a team handling end-to-end accounting services for our UK-based clients. The ideal candidate will have a strong background in accounts finalization, AP/AR, client communication, and team leadership, with hands-on knowledge of UK accounting standards and...
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Accounting Manager
2 weeks ago
New Delhi, India The International Food Policy Research Institute (IFPRI) Full timeJob Summary: The International Food Policy Research Institute (IFPRI) seeks an Accounting Manager to provide general accounting support in the Finance Department. This position is a two-year, renewable appointment, based at IFPRI office located in New Delhi, India. The Accounting Manager will report to the Controller at IFPRI headquarters in Washington, DC....
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Account Manager
1 day ago
New Delhi, India Tekno Valves Full timeDESIGNATION Manager - Accounts & TaxationOVERVIEW An opportunity for managing Accounts, Taxation & Finance of an Industrial Valve Manufacturing Company.EDUCATIONAL QUALIFICATIONS B.Com / M.Com / MBA (Finance) / CA or CFA ( will be preferred)COMPETENCY Minimum 10 years working experience in a product manufacturing organisation Working experience in below with...
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Accounts manager
5 days ago
New Delhi, India SuperHumanRace Full timeSuper Human Race is an AI-powered sustainability tech platform that helps large organizations automate ESG reporting, track carbon emissions across value chains, and generate actionable insights for impact, risk, and opportunity at the climate-money nexus. Our platforms are used by industry leaders across 31 countries, spanning sectors like real estate,...
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Accounts manager
5 days ago
New Delhi, India SuperHumanRace Full timeSuper Human Race is an AI-powered sustainability tech platform that helps large organizations automate ESG reporting, track carbon emissions across value chains, and generate actionable insights for impact, risk, and opportunity at the climate-money nexus. Our platforms are used by industry leaders across 31 countries, spanning sectors like real estate,...
