Account Manager

13 hours ago


Pune, Maharashtra, India Anand Rathi Wealth Limited Full time ₹ 5,50,000 - ₹ 8,50,000 per year

Designation -
Account Manager

Education -
Graduation + CA

CTC Offered -
11.11L (8.5L Fixed)

Location -
Pune, Maharashtra

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

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.


  • Pune, Maharashtra, India Manager Full time

    Assistant Manager - Pursuit Specialist Bid & Pursuit Support Specialist :This role is varied and will give you exposure to the full range of bid and pursuit support. You will have two main areas of focus:- Firstly, you will support the business by working from templates and standard content to produce proposal documents and supporting materials in response...

  • Account Manager

    6 hours ago


    Pune, Maharashtra, India Serveup AutoSolution LLP Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We are looking for a dynamic Account manager day-to-day accounting in Zoho Books for our multi-branch two-wheeler service network. The candidate will handle branch-wise accounting, reconciliations, financial reporting, and statutory compliances (TDS, GST, PF, PT & other labour law deductions) while ensuring close coordination with branch managers for timely...

  • Accounts Manager

    1 week ago


    Pune, Maharashtra, India Dashmesh Singapore Pte Ltd Full time ₹ 8,00,000 - ₹ 10,00,000 per year

    Job ResponsibilityThis role is primarily responsible to support the Head of Accounts (HOA) in managing the day-to-day activities of the Accounts team. The role will be assigned accountability for Accounts team deliverables.Job AccountabilityManagementAssist in management of accounting team as required. If assigned direct reporting responsibility, then...

  • Account Manager

    3 weeks ago


    Pune, Maharashtra, India Bloom Consulting Services Full time

    We are seeking a seasoned IT Sales Account Manager with 15 years of experience in IT sales and account management to drive business growth through strategic relationship-building and innovative sales initiatives The ideal candidate will have a proven track record of exceeding sales targets expertise in client acquisition and the ability to manage complex...

  • Account Manager

    1 week ago


    Pune, Maharashtra, India AGROMOL VENTURE PRIVATE LIMITED Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionAgromol operates on a large scale, engaging in contract farming, post-harvest management, and primary and secondary processing of farm produce to meet the diverse needs of global and domestic customers. We strive to bring safe and top-quality products to consumers while ensuring fair prices for our farming communities. Committed to...

  • Account Manager

    2 days ago


    Pune, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time ₹ 9 per year

    Intrested candidate can share cv on what's App Only )Location - Pune , camp6 days workingMax Budget -9.5 LpaJob Purpose:The Manager – Accounts is responsible for overseeing the day-to-day operations of the accounting department. This includes ensuring accurate financial records, managing the month-end and year-end close processes, ensuring compliance with...

  • Accounts Manager

    4 weeks ago


    Pune, Maharashtra, India Financial Solutions Inc. Full time

    Company Name: Akira Finance (US Client: Amazing Financial Solutions Inc.) Contact: Job Title: Accounts Manager. Experience: 3-5 years in the accounts and taxation process. Location: Koregaon Park, Pune. Job Type: Full-time, on-site. Education: US Bookkeeping knowledge and experience preferred, Candidate with below experience without qualification will also...

  • Account Manager

    3 weeks ago


    Pune, Maharashtra, India Lemma Full time

    Role: Account ManagerRelevant Experience: 3 years+Job Location: PuneQualification: Bachelor's Degree in any field, BBA/MBA in Marketing preferredAbout the RoleWe are seeking a proactive Account Manager to drive account growth, monetization, and long-term partnerships across our AdTech and omnichannel CRM solutions. The role involves managing relationships...

  • Account Manager

    2 weeks ago


    Pune, Maharashtra, India Lemma Full time

    Role: Account ManagerRelevant Experience: 3 years+Job Location: PuneQualification: Bachelor's Degree in any field, BBA/MBA in Marketing preferredAbout the RoleWe are seeking a proactive Account Manager to drive account growth, monetization, and long-term partnerships across our AdTech and omnichannel CRM solutions. The role involves managing relationships...

  • Account Manager

    2 weeks ago


    Pune, Maharashtra, India Lemma Full time

    Role: Account Manager Relevant Experience: 3 years+ Job Location: Pune Qualification: Bachelor's Degree in any field, BBA/MBA in Marketing preferred About the Role We are seeking a proactive Account Manager to drive account growth, monetization, and long-term partnerships across our AdTech and omnichannel CRM solutions. The role involves managing...