![Anand Rathi Wealth Limited](https://media.trabajo.org/img/noimg.jpg)
Account Manager
4 weeks ago
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.
We have other current jobs related to this field that you can find below
-
Account Manager
6 days ago
Kolkata, West Bengal, India 2coms Full timeDesignation - Account ManagerLocation - KolkataIn our company, our client relationships are our top priority. We're looking for a dedicated and personable account manager to maintain our clients' accounts and serve as our main point of contact. Our ideal candidate will have a passion for helping others and a drive to provide exceptional customer service....
-
Account Manager
5 days ago
kolkata, India 2coms Full timeDesignation - Account Manager Location - Kolkata In our company, our client relationships are our top priority. We’re looking for a dedicated and personable account manager to maintain our clients’ accounts and serve as our main point of contact. Our ideal candidate will have a passion for helping others and a drive to provide exceptional customer...
-
Account Manager
6 hours ago
kolkata, India 2coms Full timeDesignation - Account Manager Location - Kolkata In our company, our client relationships are our top priority. We’re looking for a dedicated and personable account manager to maintain our clients’ accounts and serve as our main point of contact. Our ideal candidate will have a passion for helping others and a drive to provide exceptional customer...
-
Accounts Manager
6 days ago
Kolkata, West Bengal, India Paradise Placement Consultancy Full timeJob Description: Accounts Manager Location: Kolkata WORK FROM OFFICE 6DAYS WORKING ALTERNATE SATURDAY IS OFF QAUKIFICATION B.COM JOB ROLE- MIN 3 yrs BALANCE SHEET FINALIZATION ACCOUNTS PAYABLE AND RECEIVABLE Should have experience in GST, TDS, Tax, Tally etc Maintaining all the accounts of company handle all renewals, sanction of...
-
Account Manager
2 weeks ago
Kolkata, India 2coms Full timeDesignation - Account ManagerLocation - KolkataIn our company, our client relationships are our top priority. We’re looking for a dedicated and personable account manager to maintain our clients’ accounts and serve as our main point of contact. Our ideal candidate will have a passion for helping others and a drive to provide exceptional customer service....
-
Account Manager
5 days ago
Kolkata, West Bengal, India Anand Rathi Wealth Limited Full timeAbout the Company:Welcome to our team! We are a wealth management firm dedicated to providing top-notch financial services to our prestigious clientele.Job Title: Account ManagerRole:Financial Planning, Portfolio Strategy, and ReportingAssisting in creating financial plans for clients focusing on client requirements and our strategic processRegularly...
-
Account Manager
5 hours ago
kolkata, India Marketing Lab Full timeAre you a go-getter who thrives on uncovering opportunities even when they're shrouded in challenges? We're looking for an enthusiastic Account Manager to join our team. In this role, you will be the linchpin between our clients and our agency, overseeing all their advertising and marketing needs. Your scope of responsibilities encompasses strategy,...
-
Key Account Manager
4 weeks ago
Kolkata, India Airtel Business Full timeThe ideal candidate will be responsible for end-to-end telecom & connectivity needs of a set of 30-35 accounts in the Enterprise Segment, primarily Mid to large Segment Accounts. Ensures achievement of the Sales & Revenue targets, by selling Data, Voice, VAS and new product solutions. Deliverables Build strategic relationship with key decision makers in...
-
Key Account Manager
4 weeks ago
Kolkata, India Manipal Technologies Limited Full timeKey Responsibilities Come up with an effective account-wise strategy to manage the assigned accounts. Should be able to perform hunting activity to win new accounts. Retention and Growth of the business from assigned key accounts at a healthy rate by identifying new opportunities. Play key interface role between the Customer and all relevant...
-
Key Account Manager
1 month ago
Kolkata, India Manipal Technologies Limited Full timeKey Responsibilities1. Come up with an effective account-wise strategy to manage the assigned accounts.2. Should be able to perform hunting activity to win new accounts.3. Retention and Growth of the business from assigned key accounts at a healthy rate by identifying new opportunities.4. Play key interface role between the Customer and all relevant...
-
Key Account Manager
1 month ago
Kolkata, India Manipal Technologies Limited Full timeKey Responsibilities Come up with an effective account-wise strategy to manage the assigned accounts.Should be able to perform hunting activity to win new accounts.Retention and Growth of the business from assigned key accounts at a healthy rate by identifying new opportunities.Play key interface role between the Customer and all relevant division/functions....
-
Key Account Manager
1 month ago
Kolkata, India Manipal Technologies Limited Full timeKey Responsibilities Come up with an effective account-wise strategy to manage the assigned accounts.Should be able to perform hunting activity to win new accounts.Retention and Growth of the business from assigned key accounts at a healthy rate by identifying new opportunities.Play key interface role between the Customer and all relevant division/functions....
-
Key Account Manager
1 month ago
Kolkata, India Manipal Technologies Limited Full timeKey Responsibilities Come up with an effective account-wise strategy to manage the assigned accounts. Should be able to perform hunting activity to win new accounts. Retention and Growth of the business from assigned key accounts at a healthy rate by identifying new opportunities. Play key interface role between the Customer and all relevant...
-
Account Manager
7 days ago
Kolkata, India Anand Rathi Wealth Limited Full timeAn 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 Cleared0-5 years of ExperienceRole:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in...
-
Account Manager
7 days ago
kolkata, India Anand Rathi Wealth Limited Full timeAn 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 0-5 years of Experience Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients...
-
Senior Manager Accounts
6 days ago
Kolkata, West Bengal, India S&IB Services Private Limited Full timeCompany DescriptionS&IB Services Private Limited is an integrated Security and Facility Management company based in South Dum-Dum. With expertise in Total Security Solutions, Electronic Surveillance System, Banking support services, and more, S&IB has become a leading and respected security solutions group in the country. The company is registered under the...
-
Account Manager
6 days ago
kolkata, India Anand Rathi Wealth Limited Full timeAn 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 Cleared0-5 years of ExperienceRole:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in...
-
Account Manager
2 months ago
kolkata, India White Force Full timeJob Description: Responsible for reviewing day-to-day accounting and producing financial reports like AccountsPayable, Accounts Receivable, Expenses and General Ledger.Prepare month-end closing report, monthly financial statements, and Trial Balance analysis.GL review, Ageing Analysis, Debtors & Creditors reconciliation. intercompany...
-
Account Manager
6 days ago
Kolkata, West Bengal, India White Force Full timeJob Description: Responsible for reviewing day-to-day accounting and producing financial reports like AccountsPayable, Accounts Receivable, Expenses and General Ledger.Prepare month-end closing report, monthly financial statements, and Trial Balance analysis.GL review, Ageing Analysis, Debtors & Creditors reconciliation. intercompany...
-
Accounts Manager
2 months ago
kolkata, India Paradise Placement Consultancy Full timeJob Description: Accounts Manager Location: Kolkata WORK FROM OFFICE 6DAYS WORKING ALTERNATE SATURDAY IS OFF QAUKIFICATION B.COM JOB ROLE- MIN 3 yrs BALANCE SHEET FINALIZATION ACCOUNTS PAYABLE AND RECEIVABLE Should have experience in GST, TDS, Tax, Tally etc Maintaining all the accounts of company handle all renewals,...