Account Manager

Company Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company committed to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL is renowned for its transparent, data-driven, and objective-oriented approach to private wealth management. Proudly certified as a 'Great Place to Work,' the company fosters a strong culture of trust, collaboration, and excellence. With a presence in over 18 locations across India and an international office in Dubai, ARWL’s seasoned Relationship Managers ensure comprehensive, structured and transparent investment decisions to build, protect, and transfer wealth effectively.

Role Description

This is a full-time on-site role located in Ahmedabad for an Account Manager. The Account Manager will be responsible for managing and growing client relationships, developing financial strategies tailored to client needs, conducting financial analysis and risk assessments, and ensuring client satisfaction with an emphasis on transparency and integrity. Day-to-day tasks also include preparing and presenting financial reports, coordinating with internal teams to ensure smooth delivery of services, and staying updated with financial markets and products. For the right Account Manager the firm will provide them the opportunity to become RM for which they have to help acquire a database of prospective clients and maintain the database of referrals.

Qualifications

MBA Finance & CA

Bachelor's degree in Finance, Business, or a related field

Certifications such as CFP or CFA are beneficial

In-depth knowledge of financial markets and products