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