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Account Manager

Anand Rathi Wealth LimitedChandigarh, India, India

1 day ago

Job description

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

Growth Path

The 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

Education Qualification

MBA in Finance, CA, CFA - level 2

Experience

0 to 3yrs in BFSI / NBFC

Location

Chandigarh, and candidate from local or nearby can apply.

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Account Manager • Chandigarh, India, India