Roles and Responsibilities
An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.
Candidates interested in this career opportunity who are available to join at the earliest, kindly send your resume to
[email protected]
Role:
1. Financial Planning , Portfolio Strategy and Reporting
a. Assisting the RM in making of financial plans for clients keeping in mind client requirement and 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
b. including non-financial transactions (like change of bank mandate, Filling up and executing SPs transaction of the clients, 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.
AMs will need about 3 years of work experience before becoming RMs.
Desired Candidate Profile
MBA Finance / Marketing - 1-4 yrs of experience
Perks and Benefits
Best in industry, Culture of the company and growth potential is immensely rewarding
Industry type
Investment Banking / Venture Capital / Private Equity
Functional area
Sales & Business Development
Role
Key Account Manager
Role category
Enterprise & B2B Sales
Employment type
Full Time, Permanent
Education
MBA/PGDM in Finance, Marketing
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Key Account Manager, Jaipur
About company
Anand Rathi Group is one of Indias 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 .
HeadquartersC-98, Sanghi Upasana Tower, 1st Floor, Subhash Marg C-Scheme, JAIPUR - 302 001. India
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2.0
I worked at Jaipur. This organization is not for professionals and exp...read more
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5.0
ANAND RATHI is Systematic Growing company, in this all employees will ...read more
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4.0
Overall good platform for work
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