Account Manager
2 days ago
Role Description An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. 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. Qualifications CA certification is mandatory Minimum of 0-2 years experience in wealth management or related field Excellent communication, interpersonal, and client relationship management skills Exceptional problem-solving skills and a proactive approach to client needs
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Account Manager
4 days ago
west bengal, India Peoplemint Consultants Full timeHiring for " Account Manager" in a leading Manufacturing company.Location: Kolkata HO | Reporting to: AGM – Accounts**Qualification & ExperienceCommerce graduate (B.Com) with strong knowledge of Tally PrimeProficiency in MS Excel (advanced functions, reporting, data analysis)Mandatory: Experience in daily accounting operations in a manufacturing company...
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Account Manager
2 days ago
west bengal, India Peoplemint Consultants Full timeHiring for " Account Manager" in a leading Manufacturing company. Location: Kolkata HO | Reporting to: AGM – Accounts** Qualification & Experience Commerce graduate (B.Com) with strong knowledge of Tally Prime Proficiency in MS Excel (advanced functions, reporting, data analysis) Mandatory: Experience in daily accounting operations in a manufacturing...
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Account Manager
2 days ago
west bengal, India Tekno Valves Full timeDESIGNATION Manager - Accounts & Taxation OVERVIEW 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...
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Account Manager
1 day ago
west bengal, India Tekno Valves Full timeDESIGNATION Manager - Accounts & Taxation OVERVIEW 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...
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Account Manager
7 hours ago
west bengal, India Tekno Valves Full timeDESIGNATIONManager - Accounts & TaxationOVERVIEWAn 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 organisationWorking experience in below with...
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Account Manager
6 days ago
west bengal, India Times Network Full timeTimes Network is seeking experienced sales professionals with strong business development, communication, and interpersonal skills. Job Title : Sales Manager Function : Revenue, Sales Level : Account Manager / Associate Account Director / Manager / Senior Officer Location : Kolkata / Bangalore Job Purpose To generate and contribution Revenue for their...
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Key Account Manager
1 week ago
west bengal, India Peoplemint Consultants Full timeHiring 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,...
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Major Account Manager
1 week ago
west bengal, India Fortinet Full timeDescriptionoin 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...
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Account Manager
4 weeks ago
Kolkata, West Bengal, India RECEX Full timeDear 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...
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Accountant
1 week ago
west bengal, India Rajesh Bhalotia and Co Full timeCompany 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,...
