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Account Manager

0.00 to 4.00 Years   Gurugram   05 Jan, 2023
ANAND RATHI SHARE AND STOCK BROKERS LIMITED
Job LocationGurugram
EducationNot Mentioned
SalaryRs 4.0 - 6 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / TaxCustomer Service (Domestic)
EmploymentTypeFull-time

Job Description

    An account manager (AM) role is to support the RM in maintaining and building the RM wealth managementbusiness.Role: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 andactionable to get the portfolio aligned to the strategic portfolio2) Identifying opportunities within the client existing portfolio based on product team recommendationsacross a. MFs ,b. Structured Product,c. Change in the house view on various asset classesd. Alternatives3) Support the RM in business development a. Help acquire a database of prospective clientsb. Maintain the database of referrals4) Documentation a. Filling up and executing MF transactions of clients, including non-financial transactions (like change ofbank mandate)b. Filling up and executing SPs transaction of the clients.c. Opening broking / DP account5) Attending to client queriesCareer Progression for AM For the right AM the firm will provide them the opportunity to become RMs. Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), its imperativethat 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. its also imperative that the advisor hassufficient experience and maturity to be able to create the confidence in clients that he / she has the competenceto become his wealth manager. Based on past experience, the AMs will need about 3 years of work experience before becoming RMs.Interested Candidates Kindly share your updated resumes at -- hidden_email

Keyskills :
advisorywealth management servicesmiscustomer servicecustomer relationshiphigh net worth individualsexcelcommunication skillsportfolio management

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