Account Manager Apprentice For CA Freshers

6 days ago

Bengaluru, India Anand Rathi Wealth Full time

This is a hands-on support role aligned to Platinum Account Managers (AMs). The apprentice serves as the operational backbone of Platinums ultra-HNI client servicing engineensuring smooth documentation, reporting, data hygiene, and internal coordination across functions like Product, Operations, Compliance. This role is ideal for those looking to understand the real operations of wealth management and eventually grow into full-fledged AMs or product specialists.

Key Responsibilities:

1.Client Documentation

Ensure accurate collection, verification, and submission of client documents. Coordinate with operations, AMs, RMs to ensure seamless day to day execution.

2.Transaction Execution Support

Ensure transactions are processed without delay. Prepare deal notes, monitor signature flows, and follow-up for pending documentation.

3.Data Hygiene & Reporting

Maintain up-to-date data across CRM and portfolio. Identify and reconcile any breaks in portfolio reporting, holdings, or client deliverables. Assist AMs with preparation of monthly MIS and other reports.

4.Service Request Fulfilment

Address client or RM/AM requests (statements, tax docs, nominee changes). Track open service items, ensure timely closure, and escalate when needed.

Skills & Requirements:


• Excellent MS Excel and Google Sheets skills.


• Detail-oriented with strong written and spoken communication.


• Discipline in following processes and handling confidential data with integrity.

  • CA Qualified Fresher

    6 days ago

    Bengaluru, India SOBHA Full time

    We are looking for a CA Qualified Fresher to join our finance team, bringing in-depth accounting and financial analysis expertise to manage our financial data and operations. Key Responsibilities: Accounting & Financial Analysis: Prepare and maintain financial records, including balance sheets, income statements, and other financial reports. Data Analysis &...

  • Ca Fresher|/CA Semi Qualified

    6 days ago

    Bengaluru, India Advait Learning Full time

    Job description Role & responsibilities CA Fresher - GST IDT Litigation , Business finance Manager roles - Total 2 Vacancies. CA - 1-2 Years Experience - GST - IDT Litigation roles - 1 vacancie CA - 3-6 Years Experience - Assistant Manager and Roles - GST - IDT Litigation Representation ,Appeals , Notices etc Total 1Vacancie. We have opportunities for...

  • Apprentice

    4 days ago

    Bengaluru, India Arrow Electronics, Inc. Full time

    **Position**: Apprentice - Apprentice I Principle Accountabilities - Display rudimentary understanding of business area functions - Perform basic job role functions with close supervision - Assist experienced employees by performing entry-level tasks - Operate required business area office equipment, business technology and software with close supervision -...

  • Ca Fresher

    2 weeks ago

    Bengaluru, Karnataka, India Ananta resource Management Full time

    **Location**:Jayanagar, Bengaluru **Profile**:Chartered Accountant **Working Days**:6 Days (Mon-Sat) **Key Responsibilities**: - Assist in preparation and finalization of financial statements as per statutory requirements. - Support in GST, TDS, and Income Tax return filings and compliance. - Help in conducting internal audits and statutory audits. -...

  • CA Fresher

    6 days ago

    Bengaluru, India Manning Consulting Full time

    We are hiring for CA ( FRESHERS & CA INTER ) with 4 Years Experience :- Experience - CA Qualified FRESHERS & INTER in 4 Years experience in RTR Work from OFFICE // Hybrid Mode Package upto - 8 LPA Notice period - Immediate to 30 Days Shift Timings - General shifts ( 9:30 AM to 7 PM ) Location - Bangalore

  • Apprentice

    2 days ago

    Bengaluru, Karnataka, India Northern Trust Corp. Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...

  • CA Fresher

    3 weeks ago

    Bengaluru, Karnataka, India Biocon Full time

    Job Description:MIS & reporting- Preparation of detailed Strategic plan (5 year plan), annual budget, rolling forecast, monthly/ quarterly MIS, reporting actual spend and variances against plan / forecast- Tracking and update of Program level development timeline / activities- Periodic GL review, book closure, compliance with statutory / internal audit-...

  • Ca / Ca Inter

    2 days ago

    Bengaluru, India FinAKS Advisory LLP Full time

    Looking for CA Fresher or CA Inter with good exposure in Finance & Accounts; Advance excel knowledge. Immediate joiners will be preferred. Location: M.G. Road, Bangalore **Salary**: ₹400,000.00 - ₹1,200,000.00 per year Schedule: - Day shift

  • Chartered Accountant

    6 days ago

    Bengaluru, India CA Firm Consultants Full time

    Job Title: Chartered Accountant Accounting & Compliances Job Overview: We are seeking a qualified Chartered Accountant to handle accounting, financial reporting, and compliance requirements. The role involves ensuring accurate books of accounts, statutory compliance, tax filings, audit coordination, and adherence to regulatory frameworks. The ideal candidate...

  • Chartered Accountant

    1 week ago

    Bengaluru, Karnataka, India CA Firm Consultants Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Title: Chartered Accountant Accounting & CompliancesJob Overview:We are seeking a qualified Chartered Accountant to handle accounting, financial reporting, and compliance requirements. The role involves ensuring accurate books of accounts, statutory compliance, tax filings, audit coordination, and adherence to regulatory frameworks. The ideal candidate...