Account Manager

14 hours ago

west bengal, India Anand Rathi Wealth Limited Full time

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. 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 portfolio2) Identifying opportunities within the client existing portfolio based on product team recommendationsacross –a. MFs ,b. Structured Product,c. Change in the house view on various asset classesd. Alternatives3) Support the RM in business development –a. Help acquire a database of prospective clientsb. Maintain the database of referrals4) 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 account5) Attending to client queriesCareer Progression for AMFor 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.QualificationsCA certification is mandatoryMinimum of 0-2 years experience in wealth management or related fieldExcellent communication, interpersonal, and client relationship management skillsExceptional problem-solving skills and a proactive approach to client needs

  • Account Manager

    1 week ago

    west bengal, India Times Network Full time

    Times Network is seeking experienced sales professionals with strong business development, communication, and interpersonal skills.Job Title : Sales ManagerFunction : Revenue, SalesLevel : Account Manager / Associate Account Director / Manager / Senior OfficerLocation : Kolkata / BangaloreJob PurposeTo generate and contribution Revenue for their respective...

  • Key Account Manager

    3 days ago

    west bengal, India Peoplemint Consultants Full time

    Hiring for "KAM-Key Account Manager" in a cosmetic company .Location-KolkataWe are seeking a dynamic Key Account Manager with a strong background in FMCG, specifically in skincare, personal care, or cosmetic care, to join our growing team in Kolkata. The ideal candidate will have a proven track record of managing key accounts in marketplace environments,...

  • Key Account Manager

    1 week ago

    west bengal, India Baidyanath Full time

    Job Title: Key Account Manager – Amazon (RKW Only)Location: KolkataExperience Required: 4–5 years (mandatory) in managing Amazon RKW for an FMCG brandAbout the RoleWe are seeking an experienced Key Account Manager (KAM) – Amazon RKW who will be responsible for driving growth through Amazon’s RKW platform while also managing day-to-day account...

  • Assistant Manager Fund Accounting

    1 week ago

    west bengal, India Fundtec Full time

    Job Description: We are seeking a highly skilled and experienced Assistant Manager – Fund Accounting to join our dynamic finance team. The ideal candidate will have 6+ years of relevant experience in fund accounting, strong technical knowledge of investment products, and proven leadership capabilities. This role is critical in ensuring accurate fund...

  • Assistant Manager Fund Accounting

    1 week ago

    west bengal, India Fundtec Full time

    Job Description:We are seeking a highly skilled and experienced Assistant Manager – Fund Accounting to join our dynamic finance team. The ideal candidate will have 6+ years of relevant experience in fund accounting, strong technical knowledge of investment products, and proven leadership capabilities. This role is critical in ensuring accurate fund...

  • Major Account Manager

    20 hours ago

    west bengal, India Fortinet Full time

    Descriptionoin Fortinet, a cybersecurity pioneer with over two decades of excellence, as we continue to shape the future of cybersecurity and redefine the intersection of networking and security. At Fortinet, our mission is to safeguard people, devices, and data everywhere. We are currently seeking a dynamic Major Account Manager – Public Sector to...

  • Account Manager

    3 weeks ago

    Kolkata, West Bengal, India RECEX Full time

    Dear Candidate Name Greeting for the day We have urgent requirement for Account Manager if you are interested for the same then please send your resume to proceed for an interview process Position Account Manager Location Ezra Street Kolkata West Bengal Experience 4-8 years in Accounts Finance manufacturing industry preferred About the Role As an Account...

  • Accountant

    14 hours ago

    west bengal, India Rajesh Bhalotia and Co Full time

    Company Description We suggest you enter details here. Role Description This is a full-time on-site role for an Accountant, located in Kolkata. The Accountant will be responsible for managing financial records, preparing financial statements, and performing audits. Day-to-day tasks include managing payroll, ensuring compliance with tax regulations,...

  • Account Manager

    2 weeks ago

    Kolkata, West Bengal, India REA Group Full time

    Account Manager Full Time TEAM Developer Sales LOCATION Kolkata https maps google com maps q Kolkata zoom 14 size 512x512 maptype roadmap sensor false EXPERIENCE 3 to 5 Years POSTED 8 hours ago What does this role hold for you Accountability for the entire process of lead management sales and business development for the region Data management to ensure 100...

  • Accountant

    3 days ago

    west bengal, India Ilios Technology Full time

    Company DescriptionIncorporated in 2021, Ilios Technology partners with EPC contractors and solar developers across India to deliver comprehensive solar PV power solutions. Our expertise spans design, engineering, project management, and consulting services, with robust in-house EPC capabilities covering the entire project lifecycle. We are committed to...