Account Manager
1 week ago
Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. 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 recommendationsacross –a. MFs ,b. Structured Product,c. Change in the house view on various asset classesd. Alternatives3) Support the RM in business development –a. Help acquire a database of prospective clientsb. 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 AMFor 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.QualificationsCA certification is mandatoryMinimum of 0-2 years experience in wealth management or related fieldExcellent communication, interpersonal, and client relationship management skillsExceptional problem-solving skills and a proactive approach to client needs
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Account Manager
2 weeks ago
Kolkata, India Peoplemint Consultants Full timeHiring for " Account Manager" in a leading Manufacturing company.Location: Kolkata HO | Reporting to: AGM – Accounts**Qualification & ExperienceCommerce graduate (B.Com) with strong knowledge of Tally PrimeProficiency in MS Excel (advanced functions, reporting, data analysis)Mandatory: Experience in daily accounting operations in a manufacturing company...
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Account Manager
1 week ago
Kolkata, India Peoplemint Consultants Full timeHiring for " Account Manager" in a leading Manufacturing company.Location: Kolkata HO | Reporting to: AGM – Accounts**Qualification & ExperienceCommerce graduate (B.Com) with strong knowledge of Tally PrimeProficiency in MS Excel (advanced functions, reporting, data analysis)Mandatory: Experience in daily accounting operations in a manufacturing company...
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Account Manager
1 week ago
Kolkata, India Peoplemint Consultants Full timeHiring for " Account Manager" in a leading Manufacturing company.Location: Kolkata HO | Reporting to: AGM – Accounts**Qualification & ExperienceCommerce graduate (B.Com) with strong knowledge of Tally PrimeProficiency in MS Excel (advanced functions, reporting, data analysis)Mandatory: Experience in daily accounting operations in a manufacturing company...
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Account Manager
1 week ago
Kolkata, India Peoplemint Consultants Full timeHiring for " Account Manager" in a leading Manufacturing company.Location: Kolkata HO | Reporting to: AGM – Accounts**Qualification & ExperienceCommerce graduate (B.Com) with strong knowledge of Tally PrimeProficiency in MS Excel (advanced functions, reporting, data analysis)Mandatory: Experience in daily accounting operations in a manufacturing company...
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Account Manager
2 weeks ago
Kolkata, 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 of Tally Prime - Proficiency in MS Excel (advanced functions, reporting, data analysis) - Mandatory: Experience in daily accounting operations in a manufacturing...
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Account Manager
1 week ago
Kolkata, 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 of Tally Prime Proficiency in MS Excel (advanced functions, reporting, data analysis) Mandatory: Experience in daily accounting operations in a manufacturing...
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Account Manager
1 week ago
Kolkata, 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 of Tally Prime Proficiency in MS Excel (advanced functions, reporting, data analysis) Mandatory: Experience in daily accounting operations in a manufacturing...
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Account Manager
1 week ago
Kolkata, 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 of Tally Prime Proficiency in MS Excel (advanced functions, reporting, data analysis) Mandatory: Experience in daily accounting operations in a manufacturing...
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Account Manager
1 week ago
Kolkata, 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 of Tally Prime- Proficiency in MS Excel (advanced functions, reporting, data analysis)- Mandatory: Experience in daily accounting operations in a manufacturing...
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Account Manager
3 weeks ago
Kolkata, India Tekno Valves Full timeDESIGNATION Manager - Accounts & Taxation OVERVIEW 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...
