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    Account Manager - Kolkata, India - Anand Rathi Wealth Limited

    Anand Rathi Wealth Limited
    Anand Rathi Wealth Limited Kolkata, India

    2 weeks ago

    Default job background
    Full time Sales
    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:

    • 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

    Career Progression for Account Managers (AM):

    • 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
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