Chartered Accountant

2 days ago


india Anand Rathi Wealth Limited Full time

Job Description - Account Manager

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 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.



  • India Tata Consultancy Services Full time

    Greetings!!! TCS is hiring!!!! Job Role- Functional Consultant ( CA) Experience range- 3 to 5 Job Location- Ahmedabad Must Have- Chartered Accountant (CA) qualification/ MBA (finance) Minimum of 1-2 years of experience in a similar role, with a strong focus on GST compliance In-depth knowledge of GST laws, regulations, and compliance...


  • india Tata Consultancy Services Full time

    Greetings!!!TCS is hiring!!!!Job Role- Functional Consultant ( CA)Experience range- 3 to 5Job Location- AhmedabadMust Have-Chartered Accountant (CA) qualification/ MBA (finance)Minimum of 1-2 years of experience in a similar role, with a strong focus on GST complianceIn-depth knowledge of GST laws, regulations, and compliance requirements.Proficiency in...

  • Chartered Accountant

    4 weeks ago


    india Zigsaw Full time

    Job Title: Chartered AccountantLocation: Mulund, MumbaiExperience Required: 1 to 5 YearsPreferred Candidates:We are currently preferring candidates from Mumbai, particularly those based in Mulund, who are willing to work from our office.Please Note: Candidates currently in their article ship or serving as article assistants should not apply for this...

  • Chartered Accountant

    4 weeks ago


    india Zigsaw Full time

    Job Title : Chartered Accountant Location : Mulund, Mumbai Experience Required : 1 to 5 Years Preferred Candidates : We are currently preferring candidates from Mumbai, particularly those based in Mulund, who are willing to work from our office. Please Note: Candidates currently in their article ship or serving as article assistants should not apply for this...

  • Chartered Accountant

    3 weeks ago


    india LawSikho Full time

    We are looking for a Chartered Accountant with experience in accounting and bookkeeping, managing audits, tax filings and payroll services. This is a 100% remote role. Work-from-home mothers will be preferred.Key responsibilities will be as under (this will be for startup entities generally):Bookkeeping and Accounting:Maintain and update financial records,...

  • Chartered Accountant

    3 weeks ago


    India LawSikho Full time

    We are looking for a Chartered Accountant with experience in accounting and bookkeeping, managing audits, tax filings and payroll services. This is a 100% remote role. Work-from-home mothers will be preferred. Key responsibilities will be as under (this will be for startup entities generally): Bookkeeping and Accounting: Maintain and update financial...

  • Chartered accountant

    3 weeks ago


    India LawSikho Full time

    We are looking for a Chartered Accountant with experience in accounting and bookkeeping, managing audits, tax filings and payroll services. This is a 100% remote role. Work-from-home mothers will be preferred. Key responsibilities will be as under (this will be for startup entities generally): Bookkeeping and Accounting: Maintain and update...


  • india LegalWiz.in Full time

    Designation: Manager/Asst. Manager – Chartered AccountantResponsibilities: § Responsible for day to day accounting for the company as well as the clients§ Lead a team of accounting staff to ensure quality of work and implement best accounting practices.§ Responsible for finalization of accounts, preparation of financial statements (Monthly, Quarterly...

  • Chartered Accountant

    4 weeks ago


    india LawSikho Full time

    We are looking for a Chartered Accountant with experience in accounting and bookkeeping, managing audits, tax filings and payroll services. This is a 100% remote role. Work-from-home mothers will be preferred. Key responsibilities will be as under (this will be for startup entities generally): Bookkeeping and Accounting: Maintain and update financial...

  • Chartered Accountant

    4 weeks ago


    india LawSikho Full time

    We are looking for a Chartered Accountant with experience in accounting and bookkeeping, managing audits, tax filings and payroll services. This is a 100% remote role. Work-from-home mothers will be preferred.Key responsibilities will be as under (this will be for startup entities generally):Bookkeeping and Accounting:Maintain and update financial records,...

  • Chartered Accountant

    4 weeks ago


    india LawSikho Full time

    We are looking for a Chartered Accountant with experience in accounting and bookkeeping, managing audits, tax filings and payroll services. This is a 100% remote role. Work-from-home mothers will be preferred. Key responsibilities will be as under (this will be for startup entities generally): Bookkeeping and Accounting: Maintain and update financial...

  • Chartered Accountant

    4 weeks ago


    India LawSikho Full time

    We are looking for a Chartered Accountant with experience in accounting and bookkeeping, managing audits, tax filings and payroll services. This is a 100% remote role. Work-from-home mothers will be preferred.Key responsibilities will be as under (this will be for startup entities generally):Bookkeeping and Accounting:Maintain and update financial records,...

  • Chartered Accountant

    5 hours ago


    india J K S S & Associates ( formerly known as J K Sarawgi & Company) Full time

    Company DescriptionJ K S S and Associates ( Formerly known as J K Sarawgi & Company ) is a Multi Disciplinary Chartered Accountants firm in New Delhi, founded in 1968, with over 55 years of professional competence and experience. We are affiliated with multiple government agencies, PSU's, Maharatna, Navratna & Miniratna Companies and regulatory authorities,...


  • India J K S S & Associates ( formerly known as J K Sarawgi & Company) Full time

    Company Description J K S S and Associates ( Formerly known as J K Sarawgi & Company ) is a Multi Disciplinary Chartered Accountants firm in New Delhi, founded in 1968, with over 55 years of professional competence and experience. We are affiliated with multiple government agencies, PSU's, Maharatna, Navratna & Miniratna Companies and regulatory...


  • india LegalWiz.in Full time

    Designation: Manager/Asst. Manager – Chartered Accountant Responsibilities: § Responsible for day to day accounting for the company as well as the clients § Lead a team of accounting staff to ensure quality of work and implement best accounting practices. § Responsible for finalization of accounts, preparation of financial statements (Monthly,...


  • India Acies Consulting Full time

    Highlight of the engagement opportunity Nature of role: Full time Number of years of experience expected: 0-5 Years Areas of past experienced preferred: expected: Consulting, Balance Sheet Management, Planning and Budgeting, Risk governance, internal controls, operational risk management, SOX reviews, compliance led reviews, regulatory...


  • india Inspire Institute of Sport Full time

    Inspire Institute of Sport is looking for a Head of Finance and Accounts in Vijayanagar, Karnataka. The individual will play a vital role in improving and maintaining the financial standing of the Trust. Also, will help determine financial strategy and policy, manage funds and the financial risks appropriately. This position will be responsible for all...


  • India Inspire Institute of Sport Full time

    Inspire Institute of Sport is looking for a Head of Finance and Accounts in Vijayanagar, Karnataka. The individual will play a vital role in improving and maintaining the financial standing of the Trust. Also, will help determine financial strategy and policy, manage funds and the financial risks appropriately. This position will be responsible for all...


  • india Inspire Institute of Sport Full time

    Inspire Institute of Sport is looking for a Head of Finance and Accounts in Vijayanagar, Karnataka.The individual will play a vital role in improving and maintaining the financial standing of the Trust. Also, will help determine financial strategy and policy, manage funds and the financial risks appropriately. This position will be responsible for all...


  • india NETSPIDER DIGITAL MARKETING AND CLIENT SERVICES Full time

    Job Title: Accountant (CPA or Pursuing CPA)Location: Toronto Ontario CanadaEmployment Type: FullTimeJob Summary:We are seeking a dedicated and experienced Accountant to join our team. The ideal candidate will hold a Canadian CPA designation or be in the process of pursuing their CPA with current work experience at another CPA firm in Canada. This role is...