Account Manager

5 hours ago

Ahmedabad India Anand Rathi Wealth Limited Full time

Job Description

Designation - Account Manager

Education - Graduation + CA

CTC Offered - 11.11L (8.5L Fixed)

Location - Ahmedabad, Gujrat

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

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.

  • Medical Billing

    1 day ago

    Ahmedabad, Gujarat, India Account Prism Full time ₹ 8,00,000 - ₹ 18,00,000 per year

    Medical Billing (RCM) Team LeadLocation: Thaltej, Ahmedabad Experience: 4 to 7 years in U.S. Healthcare RCM (with team handling experience) Employment Type: Full-time | Work From OfficeAbout the company: Account Prism, founded in 2013, is a women-owned business transformation firm with a team of seasoned professionals who have 15+ years of experience across...

  • Key Account Manager

    4 days ago

    Ahmedabad, India DigiCrackers Full time

    Job Description Ahmedabad | Work From Office | Full-time About the Role We're looking for an Account Manager who can bridge strategy, creativity, and execution. At DigiCrackers, you'll be responsible for nurturing client relationships, shaping strategies, and ensuring campaigns move from pitch to performance seamlessly. This isn't just about coordination...

  • Accounting Manager- UK Operations

    2 days ago

    Ahmedabad, India APT Full time

    Job Description Role Description This is a full-time on-site role for an Accounting Manager - UK Operations located in Ahmedabad. The Accounting Manager will oversee financial statements, analytical tasks, journal entries, finance, and fixed assets operations on a day-to-day basis. Shift timing: 1:00 pm to 10:00 pm Job location: Ahmedabad,...

  • Account Manager

    2 weeks ago

    India Anlage Infotech Full time

    Designation Account Manager - IT Product SalesLocation 4 YearsMust have - IT sales experience- Local knowledge of accounts- Good communicationGood to have - Experience in Cloud Selling SAAS- Local market knowledge and exposureRole - Responsible to sell all products and services into their set of accounts - 30 to be spent on existing accounts and...

  • Accounting Manager

    2 weeks ago

    India CES Full time

    Job 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,...

  • Account Manager

    1 week ago

    india Tekno Valves Full time

    DESIGNATION Manager - Accounts & TaxationOVERVIEW 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 with...

  • Accountant

    6 days ago

    Ahmedabad, India Janus Services B.V Full time

    Job Description Company Description JANUS SERVICES B.V. is a Dutch FMCG company that manufactures and trades nutritional, health, and food products. Founded in 1996 by Sunil L. Samtani, the company operates within the West and Central African regions. JANUS SERVICES B.V. is dedicated to providing high-quality consumer goods to thousands of people at...

  • Manager Accounts

    3 weeks ago

    India Sunrise Consultancy Full time

    Role Manager Accounts Finance CA ALYF is India s first technology-enabled asset light marketplace that makes second home ownership accessible affordable and enjoyable for everyone ALYF s vision is to enrich lives by democratizing second home ownership making it enjoyable and making it accessible for all Our innovative co- ownership model is a unique...

  • Accounts Executive

    4 days ago

    Ahmedabad, India Nextgen Clearing Ltd Full time

    Job Description Role Purpose & Context As Payable invoices reconciliation team we would take responsibility of all invoices uploading and reconciliation matters within the Payable Management Team. The role reports directly to the Team leader -Payable Management and assists the team on all administration matters. Key Responsibilities Invoice Uploading &...

  • Accountant

    4 days ago

    Ahmedabad, India Visw Technocrat Private Limited Full time

    Job Description Visw Technocrat Pvt. Ltd. is a leading manufacturer and exporter of pouch packaging machinery, driven by innovation, precision, and trust. Our commitment is not just to deliver quality machinery but also to build lasting partnerships with our clients worldwide. To support our growing operations, we are looking for a detail-oriented and...