Role Overview
Anand Rathi Wealth Limited is hiring a mid-level Account Manager OR Management Trainee. This is a full-time role in IN. Part of Anand Rathi Wealth Limited's Fp A hiring. Full responsibilities, required qualifications, and the apply link are listed in the description below.
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Job Description
Role Overview:
As an account manager (AM)/Management Trainee at Anand Rathi Wealth Limited (ARWL), your main responsibility is to support the Relationship Manager (RM) in managing and expanding the RM wealth management business. ARWL is dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with a data-driven approach and client-centric values. The company specializes in creating, protecting, and transmitting wealth transparently, and has been recognized as a "Great Place to Work."
Key Responsibilities:
- Financial Planning, Portfolio Strategy, and Reporting:
- Assist the RM in creating financial plans for clients based on client requirements and the company's 2 point strategy through a 6-step process.
- Regularly report the portfolio performance, highlighting asset allocation and Internal Rate of Return (IRR).
- Identify discrepancies between clients' actual portfolios and the strategic plan, and propose actionable steps to align the portfolios.
- Identifying Opportunities within Client Portfolios:
- Evaluate opportunities within clients' existing portfolios based on product team recommendations across Mutual Funds, Structured Products, changes in the house view on various asset classes, and Alternatives.
- Supporting RM in Business Development:
- Assist in acquiring a database of prospective clients.
- Maintain a database of referrals.
- Documentation:
- Complete and execute Mutual Fund transactions for clients, including non-financial transactions like change of bank mandate.
- Handle and execute Structured Products transactions for clients.
- Open broking/DP accounts for clients.
- Attending to Client Queries:
- Address client queries promptly and effectively.
Qualifications Required:
- The right AM at ARWL can progress to RM roles by demonstrating the required advisory skills, product knowledge, and market insight.
- AMs must possess sufficient experience and maturity to instill confidence in wealthy clients aged between 45-60 years. Typically, AMs need about 3 years of work experience before transitioning to RM roles. Role Overview:
As an account manager (AM)/Management Trainee at Anand Rathi Wealth Limited (ARWL), your main responsibility is to support the Relationship Manager (RM) in managing and expanding the RM wealth management business. ARWL is dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) with a data-driven approach and client-centric values. The company specializes in creating, protecting, and transmitting wealth transparently, and has been recognized as a "Great Place to Work."
Key Responsibilities:
- Financial Planning, Portfolio Strategy, and Reporting:
- Assist the RM in creating financial plans for clients based on client requirements and the company's 2 point strategy through a 6-step process.
- Regularly report the portfolio performance, highlighting asset allocation and Internal Rate of Return (IRR).
- Identify discrepancies between clients' actual portfolios and the strategic plan, and propose actionable steps to align the portfolios.
- Identifying Opportunities within Client Portfolios:
- Evaluate opportunities within clients' existing portfolios based on product team recommendations across Mutual Funds, Structured Products, changes in the house view on various asset classes, and Alternatives.
- Supporting RM in Business Development:
- Assist in acquiring a database of prospective clients.
- Maintain a database of referrals.
- Documentation:
- Complete and execute Mutual Fund transactions for clients, including non-financial transactions like change of bank mandate.
- Handle and execute Structured Products transactions for clients.
- Open broking/DP accounts for clients.
- Attending to Client Queries:
- Address client queries promptly and effectively.
Qualifications Required:
- The right AM at ARWL can progress to RM roles by demonstrating the required advisory skills, product knowledge, and market insight.
- AMs must possess sufficient experience and maturity to instill confidence in wealthy clients aged between 45-60 years. Typically, AMs need about 3 years of work experience before transitioning to RM roles.
Frequently Asked Questions
How do I apply for the Account Manager OR Management Trainee position at Anand Rathi Wealth Limited?
Use the Apply button above to submit your application directly to Anand Rathi Wealth Limited. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.
Where is the Account Manager OR Management Trainee position at Anand Rathi Wealth Limited located?
This position is based in IN. Anand Rathi Wealth Limited has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.
What does a Account Manager OR Management Trainee at Anand Rathi Wealth Limited earn?
Anand Rathi Wealth Limited has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.
When was the Account Manager OR Management Trainee role at Anand Rathi Wealth Limited posted?
This role was posted on April 23, 2026 (55 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.
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