Business Development Manager
1 month ago
At Anand Rathi Wealth Limited, we are seeking a skilled Account Manager to support our Relationship Managers in maintaining and building our wealth management business.
Key Responsibilities:
- Assist in creating financial plans for clients, considering their requirements and our 2-point strategy.
- Report portfolio performance regularly, highlighting asset allocation and IRR.
- Identify opportunities within clients' existing portfolios based on product team recommendations.
- Support Relationship Managers in business development, including acquiring a database of prospective clients and maintaining referrals.
- Document transactions, including MF and SP transactions, and open broking/DP accounts.
- Attend to client queries and provide timely resolutions.
Requirements:
- Qualified CA with excellent financial planning and portfolio management skills.
- Strong communication and interpersonal skills to build and maintain client relationships.
- Ability to work in a team environment and support Relationship Managers in their business development efforts.
What We Offer:
- A competitive CTC of up to 8L.
- A dynamic and supportive work environment.
- Opportunities for growth and professional development.
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