Account Manager

3 days ago

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

Company Description

Anand Rathi Wealth Limited (ARWL) is an NSE 500-listed company dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Since 2002, ARWL has been a trusted name in private wealth, offering a transparent, data-backed, and objective-driven approach to financial success. Recognized as a 'Great Place to Work,' ARWL fosters a strong organizational culture that emphasizes trust, collaboration, and excellence. The company specializes in wealth creation, risk management, tax planning support, and estate planning, serving clients globally with a presence in 18+ locations across India and an international office in Dubai.

Role Description

This is a full-time on-site role for an Account Manager located in Ahmedabad. The Account Manager will be responsible for managing client accounts, developing and maintaining client relationships, and ensuring client satisfaction. Day-to-day tasks include financial planning, investment advisory, portfolio management, and coordination with other financial experts. The role also involves staying updated on market trends and providing data-driven investment recommendations tailored to individual client needs.

Qualifications

  • Client Relationship Management, Account Management, and Customer Service skills
  • Financial Planning, Investment Advisory, and Portfolio Management skills
  • Analytical skills and the ability to interpret financial data
  • Excellent written and verbal communication skills
  • Ability to work independently and collaboratively in a team environment
  • Strong organizational and time management skills
  • Experience in wealth management or related financial services is a plus
  • Bachelor's degree in Finance, Economics, Business, or a related field

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