Account Manager

Company Description Anand Rathi Wealth Limited (ARWL), an NSE 500-listed company, has been a trusted name in private wealth management since 2002. We specialize in simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) through transparent, data-driven, and objective-driven financial strategies. Certified as a 'Great Place to Work,' we pride ourselves on our strong organizational culture of trust, collaboration, and excellence. Our services include wealth creation, risk management, tax planning support, and estate planning. With a presence in over 18 locations across India and an international office in Dubai, we serve clients globally with the expertise of our seasoned Relationship Managers. Role Description This is a full-time on-site role for an Account Manager located in Chennai. The Account Manager will be responsible for managing client relationships, developing and implementing comprehensive wealth management strategies, providing financial advice, and ensuring client satisfaction. Day-to-day tasks include meeting with clients to discuss their financial goals, performing financial analyses, recommending investment products, and staying updated with market trends to inform clients. Additional responsibilities include periodic client reviews and proactive risk management. Qualifications Client Relationship Management, Communication, and Interpersonal Skills Financial Analysis, Investment Strategies, and Market Knowledge Problem-Solving, Risk Management, and Decision-Making Skills Ability to work independently and collaboratively in a team Professional experience in wealth management or financial advisory roles Strong knowledge of financial products and services MBA degree in Finance, Economics, Business, or CAs Certifications such as CFP, CFA or equivalent are a plus Show more Show less