Account Manager for CA Freshers
- Anand Rathi Financial
- 1 Positions
- Mumbai
- 1 day ago
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Job Description
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 RMs. Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), its imperative that 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 has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealth manager. Based on past experience, the AMs will need about 3 years of work experience before becoming RMs.
Employement Category:
Employement Type: Full timeIndustry: Financial ServicesRole Category: Sales Support / MISFunctional Area: Not SpecifiedRole/Responsibilies: Account Manager for CA FreshersContact Details:
Company: Anand Rathi FinancialLocation(s): Mumbai
Keyskills: investment strategies operations financial planning portfolio management mis reporting business development excel
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Anand Rathi Financial
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 ...
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