Posted:3 days ago| Platform: Linkedin logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

*Job Opening Account Manager Client Servicing - Anand Rathi Wealth Ltd.*
*Job highlights*Given that AR PWM is very focused in client level strategy (rather than product selling),its imperative that the AMs have the required skills and product and market knowledgeJob description*What you’ll do*This position is responsible to support the RM (Relationship manager) in maintaining and building the RM wealth management business / books and client portfolio management. Role:1)Financial Planning , Portfolio Strategy and Reportinga.Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 4 step processb.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 portfolio2) Identifying opportunities within the client existing portfolio based on product team recommendations acrossa.MFs ,b.MLDsc.House view on various asset classesd.Any other opportunities3) Support the RM in business developmenta.Help acquire a database of prospective clients by Telecallingb.Preparing analysis for prospects4) Documentationa. Filling up and executing MF/MLDs transactions of clients, including non-financial transactions (like change of bank mandate)B. Opening broking / DP account etc5) Attending to client queriesMBAs/CFPs preferred

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You

Kolkata, Hyderabad, Bengaluru

Gurugram, Haryana, India