Account Manager

4 weeks ago

Kolkata, West Bengal, India Anand Rathi Wealth Limited Full time
Role Description

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.

1)Financial Planning , Portfolio Strategy and Reporting

a. Assisting the RM in making of financial plans for clients keeping in mind

i. Client requirement and

ii. 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.

Qualifications

- CA certification is mandatory
- Minimum of 0-2 years experience in wealth management or related field
- Excellent communication, interpersonal, and client relationship management skills
- Exceptional problem-solving skills and a proactive approach to client needs

  • Account Manager

    4 weeks ago

    Kolkata, West Bengal, India Tekno Valves Full time

    DESIGNATIONManager - Accounts & TaxationOVERVIEWAn 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 organisationWorking experience in below with...

  • Account Manager

    4 days ago

    Kolkata, West Bengal, India Tekno Valves Full time

    DESIGNATION 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...

  • Account Manager

    3 days ago

    Kolkata, West Bengal, India Tekno Valves Full time

    DESIGNATIONManager - Accounts & TaxationOVERVIEWAn opportunity for managing Accounts, Taxation & Finance of an Industrial Valve Manufacturing Company.EDUCATIONAL QUALIFICATIONSB.Com / M.Com / MBA (Finance) / CA or CFA ( will be preferred)COMPETENCYMinimum 10 years working experience in a product manufacturing organisationWorking experience in below with...

  • Account Manager

    2 weeks ago

    Kolkata, West Bengal, India 2coms Full time

    We're Hiring: Account ManagerLocation: Kolkata Experience: 2+ Years Industry: Recruitment & StaffingIndieTalent is a global recruitment agency helping businesses find top talent across NON IT domain, healthcare, logistics, and hospitality. We are looking for an Account Manager to lead end-to-end client delivery, manage international hiring, and mentor a...

  • Account Manager

    4 weeks ago

    Kolkata, West Bengal, India Farvision ERP Full time

    Job Title: Account ManagerKey Responsibilities: Responsible for being a Single point of contact (SPOC) to the clients. Stay in regular touch with all customers in the given portfolio to service the account in a holistic manner. Ensure that customer's business goals and requirements are being met. Review all major deliverables at regular intervals...

  • Account Manager

    2 weeks ago

    Kolkata, West Bengal, India Farvision ERP Full time

    Job Title: Account Manager Key Responsibilities:  Responsible for being a Single point of contact (SPOC) to the clients.  Stay in regular touch with all customers in the given portfolio to service the account in a holistic manner.  Ensure that customer's business goals and requirements are being met.  Review all major deliverables at regular...

  • Account Manager

    2 days ago

    Kolkata, West Bengal, India Danfoss Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    The Impact You'll Make As our Account Manager, you'll play a key role in driving business growth by managing key industrial accounts, strengthening channel partnerships, and delivering value-driven solutions in hydraulics and fluid conveyance.You'll ensure customers receive exceptional service, the right technical solutions, and ongoing support that fosters...

  • Key Account Manager

    1 day ago

    Kolkata, West Bengal, India Adbuffs Full time

    As a Key Account Manager for our clients, you'll work closely with internal ( Media Buyers, Designers, Copywriters, and Strategists) and external partners (Founders, CXOs, and Marketing Heads) delivering top-notch performance marketing services.You'll work closely with our client, and ensure and improve the performance, productivity, and efficiencies in the...

  • Finance & Accounts Manager

    4 weeks ago

    Kolkata, West Bengal, India KISAH APPARELS PVT LTD Full time

    Job Summary:We are looking for a strategic and results-driven Finance Manager to lead the financial management and planning of the organization. The ideal candidate will oversee budgeting, forecasting, compliance, financial risk management, and investment strategies. The role demands strong leadership, business acumen, and the ability to drive financial...

  • Key Account Manager

    4 weeks ago

    Kolkata, West Bengal, India Discoveries Quintessential Full time

    Role Overview:We are looking for a dynamic Key Account Manager (KAM) with 2 to 4 years of direct selling experience in B2B or B2B2C environments. The KAM will be responsible for onboarding study abroad consultancies and pitching our fintech product designed to assist overseas candidates.Key Responsibilities:- Client Onboarding: Identify and onboard study...