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Account Manager
Anand Rathi Wealth LimitedMeerut, IN1 day ago
Job descriptionThe Account Manager who showcases good performance and has spent reasonable time in the role will be provided with an opportunity to progress into an Independent wealth advisor by the company MBA in Finance, CA, CFA - level 2 0 to 3yrs in BFSI / NBFC Chandigarh, and candidate from local or nearby can apply.
Job Description
- Financial Planning, Portfolio Strategy & Reporting of existing portfolio
- Identifying opportunities within the clients existing portfolio based on product team recommendations across Mutual Funds, MLD, AIF, PMS, Bonds, Debentures & other products
- Support the Senior Private Banker in business development
- Handling Documentation & transactional work
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Account Manager • Meerut, IN
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