Account Manager

2 days ago


Ahmedabad, Gujarat, India Anand Rathi Wealth Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

As an Account Manager (AM) at our company, your main role will be to support the Relationship Manager (RM) in maintaining and building the RM wealth management Business. **Role Overview:** - Assist the RM in creating financial plans for clients, ensuring alignment with their goals. - Regularly report on portfolio performance, asset allocation, and IRR. - Identify opportunities within client portfolios based on product team recommendations. - Support the RM in business development by acquiring prospective clients and maintaining referral databases. - Handle documentation such as MF transactions, SPs transactions, and account openings. - Address client queries effectively. **Key Responsibilities:** - Financial Planning, Portfolio Strategy, and Reporting - Assist in creating financial plans for clients - Report on portfolio performance and highlight variances with the strategic plan - Identifying Opportunities within Client Portfolios - Recommend opportunities across various asset classes - Business Development Support - Acquire a database of prospective clients - Maintain referral databases - Documentation - Execute MF and SPs transactions for clients - Open broking/DP accounts - Attending to Client Queries **Qualifications Required:** - Graduation with CA qualification - Strong advisory skills and product knowledge - Minimum of 3 years of work experience Our company focuses on client-level portfolio advisory, emphasizing the importance of advisor competency and client confidence. As an AM, you will have the opportunity to progress to RM based on your performance and experience.,


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