Anand Rathi Hiring for Account Manager Client Servicing – Wealth Management Anand Rathi at New Delhi, Delhi Full Time

From 0 to 3 year(s) of experience

₹ 3,00,000 – 5,00,000 P.A.

New Delhi, Delhi / NCR

Job Description

Roles and Responsibilities

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

Candidates interested in this career opportunity who are available to join at the earliest, kindly send your resume to Preetisingh@rathi.com

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

Role:Key Account Manager

Salary: 3,00,000 – 5,00,000 P.A.

Industry:Investment Banking / Venture Capital / Private Equity

Functional Area:Sales & Business Development

Role Category:Enterprise & B2B Sales

Employment Type:Full Time, Permanent

Key Skills

Wealth ManagementClient ServicingAccount Management

Education

PG:MBA/PGDM in Finance, Marketing

Company Profile

anand rathi

Anand Rathi Group is one of Indias fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates .