- - Account Manager
- 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
- 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

- 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

- - Support the RM in business development –

- a. Help acquire a database of prospective clients
- b. Maintain the database of referrals

- - 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

- - Attending to client queries
- Career Progression for AM
- For the right AM the firm will provide them the chance 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 RM

📌 Account Manager (Mumbai)
🏢 ANANDRATHI
📍 Mumbai