02 Oct
|
Anand Rathi Wealth
|
Noida
02 Oct
Anand Rathi Wealth
Noida
Job Description
ONLY Chartered Accountant (2026 batch) CANDIDATES TO APPLY (NOIDA Location preferred)
/n
/n
Job Description - Account Manager
/n
Location - Noida
/n
/n
An account manager (AM) role is to support the RM in maintaining and building the RM wealth management
/n
business.
/n
Role:
/n
1)Financial Planning , Portfolio Strategy and Reporting
/n
a. Assisting the RM in making of financial plans for clients keeping in mind
/n
i. Client requirement and
/n
ii. Our 2 point strategy by following the 6 step process
/n
b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR.
/n
c. Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and
/n
actionable to get the portfolio aligned to the strategic portfolio
/n
2) Identifying opportunities within the client existing portfolio based on product team recommendations
/n
across –
/n
a. MFs ,
/n
b. Structured Product,
/n
c. Change in the house view on various asset classes
/n
d.
Alternatives
/n
3) Support the RM in business development –
/n
a. Help acquire a database of prospective clients
/n
b. Maintain the database of referrals
/n
4) Documentation –
/n
a. Filling up and executing MF transactions of clients, including non-financial transactions (like change of
/n
bank mandate)
/n
b. Filling up and executing SPs transaction of the clients.
/n
c. Opening broking / DP account
/n
5) Attending to client queries
/n
Career Progression for AM
/n
For the right AM the firm will provide them the chance to become RMs.
/n
Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), it’s imperative
/n
that 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
/n
sufficient ex
📌 Account Manager (Noida)
🏢 Anand Rathi Wealth
📍 Noida