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Account Manager

1.00 to 5.00 Years   Ahmedabad   07 Feb, 2023
ANAND RATHI SHARE AND STOCK BROKERS LIMITED
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 3.0 - 6 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaCustomer Service (Domestic)
EmploymentTypeFull-time

Job Description

    Hello,We have an Urgent Opening for Account Manager role at Anand Rathi Wealth Limited.Interested candidates can share their updated CV onnikitasuvarna@rathi.com, please mention your current CTC in email.Company : Anand Rathi Wealth LimitedRole : Account ManagerDept : Wealth ManagementLocation : AhmedabadJob DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. 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 portfolio2) Identifying opportunities within the client existing portfolio based on product team recommendations acrossa. MFs ,b. Market Linked Debentures,c. Change in the house view on various asset classesd. Alternatives3) Support the RM in business developmenta. Help acquire a database of prospective clientsb. Maintain the database of referrals4) Documentationa. 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 account5) Attending to client queriesGrowth Path : The Account Manager who showcases good performance and has spent reasonable time in the role will be provided with an opportunity to progress into an Independent wealth advisor by the company.ThanksNikita SuvarnaHR-ARWL

Keyskills :
investment advisorywealth management services

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