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 built a reputation in private wealth management, offering transparent, data-driven, and objective-driven financial strategies. Certified as a 'Great Place to Work,' our strong organizational culture fosters trust, collaboration, and excellence. With a presence in over 19+ locations in India, and an international representative office in Dubai, and office in London. we serve clients globally, specializing in wealth creation, risk management, tax planning support, and estate planning.

Role Description

This is a full time,



on-site role for an Account Manager located in Chandigarh, India. The Account Manager will be responsible for the following activities

1. Financial planning, Portfolio Strategy & Reporting of existing portfolio
2. Identifying opportunities within the clients existing portfolio based on product team recommendations across Mutual Funds, MLD, AIF, PMS, Bonds, Debentures & other products.
3. Support the Senior Provate Banker in business development.
4. Handling Documentation & transactional work.

Qualifications

• CA(Chartered Accountant)
• Graduate/Post Graduate from IIMs/IITs.

📌 Account Manager (Chandigarh)
🏢 Anand Rathi Wealth
📍 Chandigarh