Job DescriptionONLY Chartered Accountant (2026 batch) CANDIDATES TO APPLY (NOIDA Location preferred) NJob Description - AccountManager NLocation - NoidanAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Nbusiness.nRole: N1)Financial Planning, Portfolio Strategy and Reporting Na. Assisting the RM in making of financial plans for clients keeping in mind Ni. Client requirement and Nii. Our 2 point strategy by following the 6 step process Nb. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR. Nc. Highlighting to the RM, client wise, how clients actual portfolio are in variance with the strategic plan and Nactionable to get the portfolio aligned to the strategic portfolio N2) Identifying opportunities within the client existing portfolio based on product team recommendations Nacross –na. MFs , Nb. Structured Product, Nc. Change in the house view on various asset classes Nd. Alternativesn3) Support the RM in business development – Na. Help acquire a database of prospective clients Nb.



Maintain the database of referrals N4) Documentation –na. Filling up and executing MF transactions of clients, including non-financial transactions (like change of Nbank mandate)nb. Filling up and executing SPs transaction of the clients. Nc. Opening broking / DP account N5) Attending to client queries NCareer Progression for AM N For the right AM the firm will provide them the prospect to become RMs. N Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), it's imperative Nthat the AMs have the required advisory skills and product and market knowledge. N Also given that all our clients are very wealthy and are between 45-60 yrs. it's also imperative that the advisor has Nsufficient experience andmaturity to be able to create the confidence in clients that he / she has the competence Nto become his wealth manager. N Based on past experience, the AMs will need about 3 years of work experience before becoming RMs.

📌 Account Manager - Chartered Accountant Qualified 2026 Batch (Faridabad)
🏢 Anand Rathi Wealth
📍 Faridabad