[New Job Vacancy] Anand Rathi job in Anand Rathi, (Hyderabad, Telangana) – Jobs in Hyderabad, Telangana

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Job Opening details:-
Company Name :-
Anand Rathi
Position Name :-
Anand Rathi
Company Location :-
Hyderabad, Telangana
Job Category :-
Jobs in Hyderabad

Full Job Description :-
From 0 to 3 year(s) of experience
₹ 4,00,000 – 5,50,000 P.A.
Hyderabad/Secunderabad
Job Description
Job Description – Account Manager
An account manager (AM) role is to support the RM in maintaining and building the RM wealth management
business.
Role:
1)Financial Planning , Portfolio Strategy and Reporting
a. Assisting the RM in making of financial plans for clients
b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR.
c. Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and
actionable to get the portfolio aligned to the strategic portfolio
2) Identifying opportunities within the client existing portfolio based on product team recommendations
across

a. MFs ,
b. Structured Product,
c. Change in the house view on various asset classes
d. Alternatives
3) Support the RM in business development

a. Help acquire a database of prospective clients
b. Maintain the database of referrals
4) Documentation

a. Filling up and executing MF transactions of clients, including non-financial transactions (like change of
bank mandate)
b. Filling up and executing SPs transaction of the clients.
c. Opening broking / DP account
5) Attending to client queries
Career Progression for AM
For the right AM the firm will provide them the opportunity to become RMs.Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), it’s imperative
that the AMs have the required advisory skills and product and market knowledge.
Also given that all our clients are very wealthy and are between 45-60 yrs. it’s also imperative that the advisor has
sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence
to become his wealth manager.
Based on past experience, the AMs will need about 3 years of work experience before becoming RMs.
Role:Acquisition Manager
Salary: 4,00,000 – 5,50,000 P.A.
Industry:Financial Services
Functional Area:BFSI, Investments & Trading
Role Category:Banking Operations
Employment Type:Full Time, Permanent
Key Skills
Wealth ManagementPortfolio ManagementInvestment Advisory
passet allocationgtamfbusiness developmentsellingfinanceaccount managementstrategic planning
Skills highlighted with ‘‘ are preferred keyskills
Education
PG:CA in CA, First Attempt, Second Attempt,MBA/PGDM in Any Specialization
Company Profile
Anand Rathi Wealth Limited
Our PW vertical caters to HNI and UHNI segment vertical where we manage 31,348 crores in AuM as of December 31, 2021. We commenced activities in Fiscal 2002 as an AMFI registered mutual fund distributor and have evolved into providing, well-researched solutions to our clients by facilitating investments in financial instruments through an objective-driven process. As of December 31, 2021, our PW vertical caters to 6,910 active client families, serviced by a team of 253 RMs. As on December 31, 2021, 55.41% of our clients have been associated with us for over 3 years, representing 75.22% of our total PW AuM, which shows our strength in the vintage of both clients and their AuM in our business. We are currently present across 11 cities in India, namely, Mumbai, Bengaluru, Delhi, Gurugram, Hyderabad, Kolkata, Chennai, Pune, Chandigarh, Jodhpur and Noida and we have a representative office in Dubai.

We have been certified as a ‘Great Place to Work’, which endorses the culture at our organisation. Internationally, we have been recognised by Asia Money and CFI International in London and Asian Private Banker, Hong Kong.

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