Account Manager

Job Description

Company Description Anand Rathi Wealth Limited (ARWL), a NSE 500-listed company, has been simplifying wealth creation for High-Net-Worth and Ultra-High-Net-Worth Individuals since 2002. Recognized as a Great Place to Work, we specialize in creating, protecting, and transmitting wealth using a transparent and objective-driven approach. We offer services such as wealth creation, risk management, tax planning support, and estate planning. With 18+ locations across India and an international office in Dubai, our seasoned Relationship Managers ensure unmatched service and support for global clients. Role Description This is a full-time, on-site role based in Kolkata for an Account Manager. The Account Manager will be responsible for managing client portfolios, providing financial advice, developing investment strategies, and ensuring client satisfaction. Daily tasks include meeting with clients, analysing financial data, and working closely with the team to achieve client goals. The role demands excellent communication skills, strong understanding of financial markets, and a proactive approach to problem-solving. Qualifications Strong understanding of financial markets, investment strategies, and portfolio management Excellent communication, interpersonal, and client relationship management skills Proficiency in financial analysis, data interpretation, and risk management Ability to develop and implement client-centric financial strategies Exceptional problem-solving skills and a proactive approach to client needs Minimum of 1-3 years experience in wealth management or related field Master's degree in Finance, Business Administration, or related discipline Professional certifications such as CA, CFA-level 2, or equivalent are beneficial Show more Show less