Location: Mumbai, Maharashtra/Gurgaon/Gurugram, Haryana
Qualification:
PG: MBA/PGDM in Finance
Experience: 0-2 Years
CTC: Not Disclosed
Job description
Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business role:
1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in
making of financial plans for clients keeping in mind i. Client requirement and
ii. Our 2 point strategy by following the 6 step process b. 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 portfolio
2) Identifying opportunities within the client existing portfolio based on product team recommendations across - a. MFs , b. Structured Product, c. Change in the house view on various asset classes d. Alternatives.
3) Support the RM in business development - a. Help acquire a database of
prospective clients b. Maintain the database of referrals
4) Documentation - a. 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 account
5) Attending to client queries Career Progression for AM • For the right AM the
firm will provide them the opportunity to become RM's. • Given that AR PWM is
very focused in client level portfolio advisory (rather than product selling),
it's imperative that the AMs have the required advisory skills and product and
market knowledge.
Role: Private Equity Associate
Investment Banking / Venture Capital / Private Equity
Full Time, Permanent
Investment Banking, Private Equity & VC
About company
Anand Rathi Wealth Limited, registered AMFI as a Mutual Fund Distributor, has, since 2002, been in the business of Private Wealth, catering to high and ultra-high-net-worth individuals (HNIs & UHNIs). We have over INR 42,246+ crores of assets under management across 8,747 clients in India and globally. We have over 308 Relationship Managers operating from 15 cities in India, namely, Mumbai, Bengaluru, Delhi, Gurugram, Hyderabad, Kolkata, Chennai, Pune, Chandigarh, Jodhpur, Noida, Vishakhapatnam, Coimbatore, Nagpur, and Ahmedabad and we have a representative office in Dubai.
Company Info
2nd Floor, Block B & C, E Wing, Trade Link, Kamala Mills Compound, Senapati Bapat Marg, Lower Parel, Mumbai, 400013
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