
▷ (Immediate Start) Account Manager
1 day 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.
-
[Immediate Start] Accountant
1 day ago
Bangalore, Karnataka, India CIEL HR Full timeJob description Position Accountant Qualification Degree Location Bangalore Experience- 2 - 6 Yrs Into the 1 Statutory GST TDS TCS 2 Accounts Payable Receivable 3 Advanced Excel 4 Preparing Profit and Loss Account and Balance sheet 5 General Knowledge in Cost Accounting preparing MIS Budgeting General Accounting 6 Petty cash...
-
IMMEDIATE START
2 days ago
Bangalore, India GyanSys Inc. Full timeExperience : 7+ yrs Notice Period : Immediate - 15 days Design and develop integration solutions using webMethods Integration Server, Trading Networks, Broker/UM, API Gateway, and MWS. Develop and manage RESTful and SOAP-based web services. Configure and manage B2B/EDI integrations using Trading Networks, including partner onboarding, document types,...
-
▷ Immediate Start: Accountant, Sr
1 day ago
Bangalore, Karnataka, India Halliburton Full timeWe are looking for the right people - people who want to innovate achieve grow and lead We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers Experience the challenges rewards and opportunity of working for one of the world s largest providers of products and services to the...
-
Financial Project Accountant
2 days ago
Bangalore, India Talent500 Full timeSmith + Howard based out of Atlanta, USA has grown into a family of companies serving clients across the globe through our tax, accounting and advisory solutions. The company has been dedicated to empowering businesses and individuals to achieve their financial goals through their personal and responsive client service. Smith + Howard is proud to have helped...
-
Immediate Start! Segment Manager
1 day ago
Bangalore, India ABB Full timeAt ABB, we help industries outrun - leaner and cleaner. Here, progress is an expectation - for you, your team, and the world. As a global market leader, we’ll give you what you need to make it happen. It won’t always be easy, growing takes grit. But at ABB, you’ll never run alone. Run what runs the world. This Position reports to: Sales Manager -...
-
Technical Lead
2 days ago
Bangalore, India ARA's Client Full timeAbout The Company: ARA'S Client Is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services — all powered by the world’s largest network of...
-
Immediate Start
2 days ago
Bangalore, India ANSR Full timeMartens is an iconic British brand founded in 1960 in Northamptonshire. Produced originally for workers looking for tough, durable boots, the brand was quickly adopted by diverse youth subcultures and associated musical movements. Martens has since transcended its working-class roots while still celebrating its proud heritage and, six decades later,...
-
Bangalore, India VOIS Full timeRole purpose: As a Customer Success Manager, you will be responsible for executing a comprehensive customer success management strategy aimed at customer retention, churn mitigation, and driving the adoption and consumption of services. Your role will involve building and maintaining strong relationships with Standard/Enhanced Global Enterprise Customers...
-
(Immediate Start) QA Testing
1 day ago
Bangalore, India ACL Digital Full timeHello Connections, Greeting from ACL Digital… We are hiring for QA Engineer – Network Product Testing for Bangalore. Job Title: QA Engineer – Network Product Testing(L2/L3/L4/L7) Location: Bangalore Experience: 2 to 5 Years Employment Type: Full-time Notice Period: Immediate(Must) Work Mode: On-site Job Summary: We are seeking a...
-
Bangalore, India QA Test Full timeWe are looking for an Accounts Executive to perform daily accounting tasks. Accounts Executive responsibilities include managing Payables and reimbursements, entering financial transactions, creating invoices, and collection. Ultimately, you will help our Accounting department run smoothly, ensuring transparency and efficiency in all transactions. ...