Account Manager
3 days ago
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.
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Account Manager
4 days ago
Vadodara, Gujarat, India Anant Advisors Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRole DescriptionThis is a full-time, on-site role for an Account Manager - Indirect Taxation, located in Vadodara. The Account Manager will be responsible for managing indirect tax compliance, preparing and filing tax returns, ensuring accurate tax reporting, and handling audits and assessments. Day-to-day tasks also include reconciling tax accounts,...
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Account Manager
4 days ago
Vadodara, Gujarat, India HTD Resources Full time ₹ 8,40,000 - ₹ 60,00,000 per yearRequirements:3–6 years of account management/client servicing experience in Indian staffing/recruitment.Strong understanding of permanent, contract, and bulk-hiring models.Proven track record of managing large accounts and achieving delivery targets.Excellent communication, stakeholder management, and problem-solving skills.Responsibilities:Act as primary...
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Account Manager
7 days ago
Vadodara, Gujarat, India HTD Resources Full time ₹ 2,50,000 - ₹ 7,50,000 per yearCompany DescriptionHTD Resources is a premier staffing company dedicated to connecting businesses with top-tier talent and empowering professionals to build their careers. Our commitment to excellence and expertise in workforce solutions has made us a trusted partner in staffing and recruitment. We understand the success of any organization hinges on the...
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Account Manager
3 days ago
Vadodara, India SourceIN Solutions Full timePosition: Assistant Manager (US Accounting)Location: VadodaraShift Timing : 12.30 pm to 10.00 pmPosition description: Responsible for Reviewing monthly closing of accounts, team handling activities & to complete assigned work, meet deadlines.Primary Responsibilities:Review and preparation of financial statementsDouble checking of bookkeeping and accounting...
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Account Manager
6 days ago
Vadodara, India SourceIN Solutions Full timePosition: Assistant Manager (US Accounting)Location: VadodaraShift Timing: 12.30 pm to 10.00 pmPosition description: Responsible for Reviewing monthly closing of accounts, team handling activities & to complete assigned work, meet deadlines. Primary Responsibilities:Review and preparation of financial statementsDouble checking of bookkeeping and accounting...
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Account Manager
6 days ago
vadodara, India SourceIN Solutions Full timePosition: Assistant Manager (US Accounting)Location: VadodaraShift Timing: 12.30 pm to 10.00 pmPosition description: Responsible for Reviewing monthly closing of accounts, team handling activities & to complete assigned work, meet deadlines. Primary Responsibilities:Review and preparation of financial statementsDouble checking of bookkeeping and accounting...
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Account Manager
7 days ago
Vadodara, India SourceIN Solutions Full timePosition: Assistant Manager (US Accounting)Location: VadodaraShift Timing: 12.30 pm to 10.00 pmPosition description: Responsible for Reviewing monthly closing of accounts, team handling activities & to complete assigned work, meet deadlines. Primary Responsibilities:Review and preparation of financial statementsDouble checking of bookkeeping and accounting...
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Account Manager
7 days ago
Vadodara, India SourceIN Solutions Full timePosition: Assistant Manager (US Accounting)Location: VadodaraShift Timing: 12.30 pm to 10.00 pmPosition description: Responsible for Reviewing monthly closing of accounts, team handling activities & to complete assigned work, meet deadlines. Primary Responsibilities:Review and preparation of financial statementsDouble checking of bookkeeping and accounting...
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Account Manager
2 days ago
Vadodara, India SourceIN Solutions Full timePosition: Assistant Manager (US Accounting)Location: VadodaraShift Timing : 12.30 pm to 10.00 pmPosition description: Responsible for Reviewing monthly closing of accounts, team handling activities & to complete assigned work, meet deadlines.Primary Responsibilities:Review and preparation of financial statementsDouble checking of bookkeeping and...
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Account Manager
7 days ago
Vadodara, India SourceIN Solutions Full timePosition: Assistant Manager (US Accounting)Location: VadodaraShift Timing: 12.30 pm to 10.00 pmPosition description: Responsible for Reviewing monthly closing of accounts, team handling activities & to complete assigned work, meet deadlines.Primary Responsibilities:- Review and preparation of financial statements- Double checking of bookkeeping and...
