
Account Manager
1 week ago
Qualification : CA qualified
Location : Bangalore
Experience : Fresher
An 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
i. Client requirement.
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.
-
Account Manager
2 weeks ago
Bengaluru, Karnataka, India IT Company Full timeJob DescriptionCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for an Account Manager, based in Bengaluru. The Account Manager will handle ongoing relationships with clients, ensuring their needs are met and surpassing their expectations. Daily tasks include managing client accounts, strategizing and...
-
Account Manager
2 weeks ago
Bengaluru, Karnataka, India IT Company Full time ₹ 1,04,000 - ₹ 1,30,878 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for an Account Manager, based in Bengaluru. The Account Manager will handle ongoing relationships with clients, ensuring their needs are met and surpassing their expectations. Daily tasks include managing client accounts, strategizing and implementing...
-
Accounts Manager
2 weeks ago
Bengaluru, Karnataka, India Kranium Hr Service Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout the RoleWe are looking for an experienced Accounts Manager with a strong background in the manufacturing sector. The ideal candidate will oversee the accounts function, manage a small team, and ensure accuracy and compliance in financial reporting.Key ResponsibilitiesManage day-to-day accounting operations and ensure timely financial reporting.Lead and...
-
Accounting Manager
2 days ago
Bengaluru, Karnataka, India Nexthop Systems Inc Full time ₹ 20,00,000 - ₹ 25,00,000 per yearWe're looking for an Accounting Manager to join our team in the Bangalore office. In this role, you'll be responsible for overseeing all accounting operations in India and APAC, and work with corporate to ensure compliance with US GAAP and local statutory reportings and regulations. The ideal candidate will have strong technical accounting skills, experience...
-
Accounting Manager
1 week ago
Bengaluru, Karnataka, India CES Full timeJob Title: Accounting Manager - Real Estate Private Equity Position Summary:We are seeking a highly organized and detail-oriented Accounting Manager to support the accounting and financial reporting operations of our real estate private equity funds. This role will be responsible for managing daily accounting tasks, assisting in quarterly reporting, and...
-
Account Manager
2 weeks ago
Bengaluru, Karnataka, India Covalensedigital Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob Title : Account Manager IT/ITES servicesJob Type : BangaloreExperience 3-5 Years.Job Description - We are seeking a dynamic and experienced Account Manager for IT/ITES services . This role combines client relationship management and account management ,The ideal candidate will also contribute to proposal development and client presentations, playing a...
-
Account Manager
2 weeks ago
Bengaluru, Karnataka, India Ram Infra Raising Full timeJob DescriptionCompany DescriptionAt Ram Infra Raising, we specialize in high-quality residential, commercial, and industrial construction. Our projects combine innovation, durability, and precision, ranging from luxury homes to large-scale developments. Our expert team is committed to ensuring on-time execution, transparency, and superior craftsmanship.Rol...
-
Account Manager
2 weeks ago
Bengaluru, Karnataka, India A.I.D.A. - AI Driven Agency Full time ₹ 1,04,000 - ₹ 1,30,878 per yearCompany DescriptionAIDA is a fast-growingB2B tech specialist advertising agencylocated at Koramangala in Bangalore. The agency partners with leading technology companies to deliver impactful digital brand experiences using modern marketing techniques. Services encompass branding, digital marketing, e-commerce solutions, email marketing, graphic design, web...
-
Account Manager
6 days ago
Bengaluru, Karnataka, India Red Orange Full timeResponsibilities · Oversee and streamline billing and collections processes.· Oversee and streamline billing and collections processes.· Plan and implement quality assurance for all processes.· Ensure all customers remain informed on their outstanding debts and deadlines.· Manage and ensure timely collection...
-
Account Manager
1 week ago
Bengaluru, Karnataka, India Hotel Full timeWe are looking for a Candidate for the post of Accounts Manager who possess vast experience in Hotel Accounting, having Good Knowledge in Software.The Candidate should have at least 5 years of Hotel Accounting experience.Responsibilities and DutiesResponsible for all areas of financial reporting includingManaging and overseeing daily operations of accounts...