Account Manager

Anand Rathi
Department Icon Accounting & Finance
Posted: 9 hours ago
0-1 years
Mumbai
Accounting & Finance
work from office
Full Time
Closes 11 Jan 2027
Posted: 9 hours ago
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Job Description
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Job Description

  • - Account Manager
  • An account manager (AM) role is to support the RM in maintaining and building the RM wealth management
  • 2) 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
  • 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), it’s 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. it’s 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 RM

    • Skills

    ExcelWealth ManagementClient ServicingAccount ManagementServicingManagementAccountingClientTransactions

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