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Account Manager

Anand Rathi Wealth Limited

0 years

0 Lacs

Mumbai Metropolitan Region

Posted:4 days ago| Platform:

Apply

Skills Required

strategy support management portfolio planning reporting development database analysis documentation transactions

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

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Account Manager