Anand Rathi Wealth Limited
Delhi – www.rathi.com – 30/04/2022
Salary – 4.5 to 5.5 LPA
- Anand Rathi Wealth Limited, registered AMFI as a Mutual Fund Distributor, has, since 2002, been in the business of Private Wealth, catering to high and ultra-high net worth individuals (HNIs & UHNIs). We have over INR 32,906 crores of assets under management across 7,082 clients in India and globally. We have over 271 Relationship Managers operating from 11 locations – Mumbai, Bengaluru, Delhi, Gurugram, Hyderabad, Kolkata, Chennai, Pune, Chandigarh, Jodhpur and Noida and we have a representative office in Dubai.
Job Profile & Responsibilities
- Financial Planning , Portfolio Strategy and Reporting.
- Assisting the RM in making of financial plans for clients.
- Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR.
- 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 MFs, Structured Product, Change in the house view on various asset classes, Alternatives.
- Support the RM in business development.
- Help acquire a database of prospective clients.
- Maintain the database of referrals.
- Filling up and executing MF transactions of clients, including non-financial transactions (like change of bank mandate).
- Filling up and executing SPs transaction of the clients. c. Opening broking / DP account.
- Attending to client queries.
- CWM Certification
Desired Candidate Profile
- 0-3 Years Experience.
- Good Communication Skills.
- Excellent People Skills.
- An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. We need someone who is aspiring to be an RM in 2-3 years and build his own book.