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    Job · 16008317

    MUMBAI · FULLTIME

    Account Manager

    Anand Rathi Group logo

    Anand Rathi Group

    Mumbai · onsite · Posted 45d ago

    Sourced fromNaukri
    ₹7.5L - ₹11.0L PA0–1 yrsfulltimeMumbai

    About a minute. You'll make an account on the way through.

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    • Found the form on Naukri · 11 questions to answer1.3s
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    Section · 01

    About this role

  1. Job Description - Account Manager
  2. An account manager (AM) role is to support the RM in maintaining and building the RM wealth management
  3. 2) business.
  4. Role:
  5. 1)Financial Planning , Portfolio Strategy and Reporting
  6. a. Assisting the RM in making of financial plans for clients keeping in mind
  7. i. Client requirement and
  8. ii. Our 2 point strategy by following the 6 step process
  9. b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR.
  10. c. Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and
  11. actionable to get the portfolio aligned to the strategic portfolio
  12. Identifying opportunities within the client existing portfolio based on product team recommendations
  13. across –
  14. a. MFs ,
  15. b. Structured Product,
  16. c. Change in the house view on various asset classes
  17. d. Alternatives
  18. 3) Support the RM in business development –
  19. a. Help acquire a database of prospective clients
  20. b. Maintain the database of referrals
  21. 4) Documentation –
  22. a. Filling up and executing MF transactions of clients, including non-financial transactions (like change of bank mandate)
  23. b. Filling up and executing SPs transaction of the clients.
  24. c. Opening broking / DP account
  25. 5) Attending to client queries
  26. Career Progression for AM
  27. For the right AM the firm will provide them the opportunity to become RMs.
  28. Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), it’s imperative
  29. that the AMs have the required advisory skills and product and market knowledge.
  30. Also given that all our clients are very wealthy and are between 45-60 yrs. it’s also imperative that the advisor has
  31. sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence
  32. to become his wealth manager.
  33. Based on past experience, the AMs will need about 3 years of work experience before becoming RM

    34. Sourced from naukri

    Section · 02

    Skills

    Client ServicingWealth Managementexcelaccount management

    Section · Company

    About Anand Rathi Group

    Anand Rathi Group logo

    Anand Rathi Group

    Mumbai, Maharashtra

    India

    ₹8.1L PA avg

    Avg at Anand Rathi Group

    ₹7.5L – ₹11L PA

    This role

    About

    Anand Rathi Group is one of India's fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates .

    Industries

    Foreign Exchange Trading

    Employee ratings

    10 reviews

    3.5/ 5

    Culture

    3.7

    Career growth

    2.9

    Work-life

    3.2

    Employees rate it well for

    Skill Development37Job Security35

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    Account Manager · waiting for your command