ACCOUNT MANAGER OR MANAGEMENT TRAINEE

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.