- Financial Planning, Portfolio Strategy, and Reporting
- Assisting in creating financial plans for clients focusing on client requirements and our strategic process
- Regularly reporting portfolio performance, highlighting asset allocation and IRR
- Identifying deviations from the strategic plan and taking action to realign portfolios
- Identifying opportunities within client portfolios based on product team recommendations in Mutual Funds, Structured Products, asset class changes, and Alternatives
- Supporting RM in business development by acquiring prospective client databases and maintaining referral databases
- Handling documentation including MF and SP transactions, and account openings
- Addressing client queries
- Opportunity for exceptional AMs to advance to Relationship Managers (RMs)
- Essential for AMs to possess strong advisory skills, product knowledge, and market expertise in our client-level portfolio advisory approach
- Clientele typically aged 45-60 years old, requiring AMs to have experience and maturity to instill confidence as their wealth manager
- Experience shows that AMs typically transition to RMs after 3 years of work
-
Account Manager
2 days ago
2coms Kolkata, IndiaDesignation - Account Manager · Location - Kolkata · In our company, our client relationships are our top priority. We're looking for a dedicated and personable account manager to maintain our clients' accounts and serve as our main point of contact. Our ideal candidate will have ...
-
Account Manager
2 weeks ago
Philips Kolkata, India Full timeJOB DESCRIPTION Job Title · Account Manager - IS Job Description · Job Description · At Philips, we provide equal opportunities to all our employees and to all eligible applicants for employment in our company , irrespective of age, color, disability, nationality, race, r ...
-
Account Management
2 weeks ago
PwC Kolkata, India Full timeDescription · Required- MBA (Fin), M.Sc. (Economics), M. Com Knowledge of MS Office suite, basic research knowledge, basic understanding of financial data and reports Good verbal and written communication skills · Location- Kolkata · Education · Degrees/Field of Study requi ...
-
Key Accounts Manager
2 weeks ago
Saaki Argus & Averil Consulting kolkata, IndiaAbout our client: · Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as wel ...
-
Key Account Manager
2 weeks ago
Manipal Technologies Limited kolkata, IndiaKey Responsibilities · Come up with an effective account-wise strategy to manage the assigned accounts. · Should be able to perform hunting activity to win new accounts. · Retention and Growth of the business from assigned key accounts at a healthy rate by identifying new opp ...
-
Key Accounts Manager
1 week ago
Custiv Kolkata, IndiaJob Description: Key Accounts Manager · Position Title: Key Accounts Manager · Department: Sales and Customer Relations · Location: Mumbai - Ahmedabad / Kolkata · Reports to: Head of Sales · Role Description: · Responsible for managing relationships with key clients, ensuring ...
-
Key Account Manager
3 days ago
Henkel Kolkata, IndiaAt Henkel, you can build on a strong legacy and leading positions in both industrial and consumer businesses to reimagine and improve life every day. If you love challenging the status quo, join our community of over pioneers around the globe. Our teams at Henkel Adhesive Technol ...
-
Assistant Manager Accounts
2 weeks ago
CLIRNET kolkata, IndiaJob Description: Assistant Manager - Accounts. · Position: Assistant Manager - Accounts · Location: Kolkata · About the Company: · CLIRNet With over 4,00,000+ actively engaged doctors, CLIRNet has conducted case discussions with 2M+ MedWiki views impacting millions of pati ...
-
SR. Account Manager
3 weeks ago
2coms Kolkata, IndiaHiring for Account Manager. · Designation:SR. Account Manager · Must Have: Should have min 3 years exp. on Client handling & Client Co-ordination. Should be comfortable in WFO. · Location:Kolkata, Hyderabad, Mumbai and Bangalore · Experience: Min 3 Years · Job Description: · Comm ...
-
SR. Account Manager
1 week ago
2coms Kolkata, IndiaJob Description · Hiring for Account Manager. · Designation:SR. Account Manager · Must Have: Should have min 3 years exp. on Client handling & Client Co-ordination. Should be comfortable in WFO. · Location:Kolkata, Hyderabad, Mumbai and Bangalore · Experience: Min 3 Years · Job D ...
-
Account Manager
2 weeks ago
2coms kolkata (alipur), IndiaHiring for Account Manager. · Designation: Account Manager · Must Have: Should have min 2 years exp. on Client handling & Client Co-ordination. Should be comfortable in WFO. · Location: New Alipore, Kolkata · Experience: Min 2 Years · Job Description: · Communicating with cli ...
-
Accounts Manager
2 weeks ago
Paradise Placement Consultancy kolkata, IndiaJob Description: · Accounts Manager · Location: Kolkata · WORK FROM OFFICE · 6DAYS WORKING ALTERNATE SATURDAY IS OFF · QAUKIFICATION B.COM · JOB ROLE- MIN 3 yrs · BALANCE SHEET FINALIZATION · ACCOUNTS PAYABLE AND RECEIVABLE · Should have experience in GST, TDS, Tax, Ta ...
-
Partner Account Manager
5 days ago
Jio Kolkata, India Full timeWe at Jio are having open positions for Partner Account Manager - Kolkata Ideal Qualification Any Graduate, Post Graduate, MBA preferred Experience years Job Description Responsible for revenue target assigned through channel partner. · Forecast revenue accurately by determining ...
-
Key Account Manager-East
1 week ago
Thermo Fisher Scientific Kolkata, India Full timeAbout Company: Thermo Fisher Scientific Inc. (NYSE: TMO) is the world leader in serving science, with annual revenue of approximately $44 billion. Our Mission is to enable our customers to make the world healthier, cleaner, and safer. Whether our customers are accelerating life ...
-
Regional Key Account Manager
1 week ago
Custiv Kolkata, IndiaPosition Title: Key Accounts Manager · Department: Sales and Customer Relations · No of Positions 1 - Kolkata · Reports to: Head of Sales · About Custiv · Custiv is a dynamic startup poised to redefine the manufacturing landscape. We're revolutionizing the industry with our cutti ...
-
Key Account Manager, Cochin
1 week ago
Danaher Kolkata, India Full timeWondering what's within Beckman Coulter Diagnostics? Take a closer look. · At first glance, you'll see that for more than 80 years we've been dedicated to advancing and optimizing the laboratory to move science and healthcare forward. Join a team where you can be heard, be suppo ...
-
Sr. Technical Account Manager
2 weeks ago
Hilti Group kolkata, IndiaWhat's the role? · We are looking for a high potential candidate with strong business acumen to unleash high potential at Hilti, starting as Account Manager. This is no ordinary job. Our people come from all different backgrounds with a shared dedication to high performance, co ...
-
Assistant Key Account Manager
1 week ago
Food Service India Private Limited Kolkata, IndiaROLE OBJECTIVE – · Food Service India has an extensive array of products related to the food industry along with a highly capable product development cell. To support and direct the sales efforts for all categories of businesses, to drive market expansion in a particular geograph ...
-
Assistant Manager Accounts
2 weeks ago
White Force kolkata, IndiaJob Description: · Assistant Manager Accounts (Male Only) Transecur Telematics Pvt Ltd Job description Role &Responsibilities :(Male Only) · Required to work on Tally on daily basis. · File GST Return · File Income Tax Return Filling · Work on Investment Accounting · Coord ...
-
Senior Account Manager
1 week ago
A1 Human Wealth Management kolkata, IndiaLocation :- Kolkata · Designation :- Seniour Account Manager · Industry :- Manufacturing Industry · Qualification:- (Finance) · Gender :- Male Candidate · Experiance : yrs · Salary :- Upto 10 Lacs. · Age :- 40 50 Yrs. · Primary Skill :- Candiadte should have Ability ...
Account Manager - Kolkata, India - Anand Rathi Wealth Limited
Description
About the Company:
Welcome to our team! We are a wealth management firm dedicated to providing top-notch financial services to our prestigious clientele.
Job Title: Account Manager
Role:
Career Progression for Account Managers (AM):