Account Manager(Only CA certified candidate)

4 weeks ago


Chandigarh, Chandigarh, India Anand Rathi Wealth Limited Full time

Responsibilities

  • Financial Planning, Portfolio Strategy & Repoeting 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 Babker in business development
  • Handling Documentation & transactional work

Qualifications

  • CA(Chartered Accountant)


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