Anand Rathi Wealth Limited

Delhi – – 30/04/2022

Salary – 4.5 to 5.5 LPA

Job Title

Account Manager

Company Profile

  • 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.

Preferred Qualifications

  • MBA
  • CWM Certification

Desired Candidate Profile

  • 0-3 Years Experience.
  • Good Communication Skills.
  • Excellent People Skills.

Additional Details

  • 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.
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