Account Manager
Pune – 02/08/2024
Job Title
Account Manager
Job Location – Pune
Anand Rathi Wealth Limited, is part of the Anand Rathi Group. It was started in 2002 and was listed in Indian Stock Exchanges in 2021. It has been in the business of Private Wealth, catering to high-net-worth individuals (HNIs). We are a AMFI registered Mutual Fund Distributor overseeing AUM of over INR 42,246+ crores across 8,747 families in India and globally.
We have over 308 Relationship Managers operating from 15 locations majorly Mumbai, Bengaluru, Pune, Chennai, Delhi, Gurugram, Hyderabad, Kolkata, Noida,
Rajasthan, Chandigarh, and a representative office in Dubai.
We focus on un complicating the entire process of Private Wealth for our clients so
that they can choose the best investment option available to make the right investment decision. Our focus on building long-term relationships defines our business. Our core values of being fearless, providing data to make decisions,
uncomplicated & transparent approach make us a trusted partner in our client’s
investment voyage.
Our unique platform for our clients has led us to be voted as The Extraordinaire –
Game Changers – 2020-2022. We have been certified as a ‘Great Place to Work’,
which endorses the culture at our organisation
Role Account Manager
Department Wealth Management
Client Segment HNI, UHNI Clients
Reporting to Relationship Manager (AVP/VP/AD)
Qualification Required MBA in Finance
Roles & Responsibilities An Account Manager (AM) role is to support the Relationship Manager (RM) in building and maintaining wealth management business.
Roles & Responsibilities
1. Financial Planning, Portfolio Strategy, Reporting & Client Servicing
a) Assisting the RM in making of financial plans for clients keeping in mind Client
requirement.
b) Reporting the performance of the portfolio at regular intervals and highlight the asset allocation and IRR.
c) Highlighting to the RM how clients’ actual portfolio is in variance with the strategic
plan and actionable to get the portfolio aligned to the strategic portfolio.
d) Identifying opportunities within the client existing portfolio based on product team recommendations across MFs, Market Linked Debentures (MLDs) Change in the house view on various asset classes, Alternatives.
e) Attending to client queries
2. Support the RM in Business development/Lead Generation
a) Help acquire a database of prospective clients through various sources.
b) Increase social presence to build a strong network and seek referrals.
c) Assist in Business development.
3. Operations & Documentation
a) Filling up applications and executing transactions of clients, including non-financial transactions (like change of bank mandate)
b) Filling up and executing MF, MLD etc. transaction of clients
c) Opening broking / DP account
Growth Path The Account Manager who showcases good performance and has spent reasonable time i.e., 2 to 3 years in the role will be provided with an opportunity to progress into an independent wealth advisor (RM role) by the company.
Skills required Good Written & Verbal Communication, Basic Financial Knowledge, Basic MS-Office exposure, & Good Interpersonal skills
