Account Manager - Wealth Management

Company Description

Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,' ARWL boasts a strong culture of trust and collaboration. The company's offerings include wealth creation, risk management, tax planning support, and estate planning, with a presence in 18+ locations across India and an international office in Dubai.

Role Description

This is a full-time on-site role for an Account Manager based in Chennai. The Account Manager will be responsible for managing client accounts, ensuring client satisfaction, and maintaining strong client relationships. Day-to-day tasks include portfolio management, conducting financial analysis, offering investment advice, and ensuring compliance with regulatory requirements. The role demands excellent communication, analytical, and client-servicing skills to address clients’ financial needs.

Qualifications

Proficiency in financial analysis, Ms excel, capital market ratios, statistics

Excellent verbal and written communication skills with focus on Mathematics

Knowledge of Capital markets will be an added advantage

Strong analytical skills and attention to detail

Ability to work on-site in Chennai

MBA or Qualified CAs only

Salary - Upto 10 lakhs per anum plus work-based incentives / bonus