Account Manager Client Servicing - Wealth @ anand rathi

Job Description

Roles and Responsibilities

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.

Role:

1. Financial Planning , Portfolio Strategy and Reporting

a. Assisting the RM in making of financial plans for clients keeping in mind client requirement and our 2 point strategy by following the 6 step process

b. 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 portfolio

2. Identifying opportunities within the client existing portfolio based on product team recommendations across

a. MFs

b. Structured Product

c. Change in the house view on various asset classes

d. Alternatives

3. Support the RM in business development

a. Help acquire a database of prospective clients

b. Maintain the database of referrals

4. Documentation

a. Filling up and executing MF transactions of clients

b. including non-financial transactions (like change of bank mandate, Filling up and executing SPs transaction of the clients, Opening broking / DP account

5. Attending to client queries

Career Progression for AM

• For the right AM the firm will provide them the opportunity to become RMs.
• Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), its imperative that the AMs have the required advisory skills and product and market knowledge.
• Also given that all our clients are very wealthy and are between 45-60 yrs. its also imperative that the advisor has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealth manager.
• AMs will need about 3 years of work experience before becoming RMs.

Desired Candidate Profile

MBA Finance / Marketing - Fresher / upto 3 yrs of experience

Perks and Benefits

Best in industry, Culture of the company and growth potential is immensely rewarding

Candidates interested in this career opportunity who are available to join at the earliest, kindly send your resume to te**********g@ra**i.com

Job Classification

Industry: Banking
Functional Area: Sales, Retail, Business Development,
Role Category: Channel Sales
Role: Channel Sales
Employement Type: Freshers

Education

Post Graduation: MBA/PGDM in Finance, Marketing

Contact Details:

Company: Anand Rathi Wealth
Address: 11th Floor, Times Tower, Kamala City, Senapati Bapat Marg Lower Parel, Mumbai - 400 013
Location(s): Mumbai

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Keyskills:   Wealth Management Client Servicing Account Management