Account Manager

Company Description

Anand Rathi Wealth Limited (ARWL) is an NSE 500-listed company dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Since 2002, ARWL has been a trusted name in private wealth, offering a transparent, data-backed, and objective-driven approach to financial success. Recognized as a 'Great Place to Work,' ARWL fosters a strong organizational culture that emphasizes trust, collaboration, and excellence. The company specializes in wealth creation, risk management, tax planning support, and estate planning, serving clients globally with a presence in 18+ locations across India and an international office in Dubai.

Role Description

This is a full-time on-site role for an Account Manager located in Ahmedabad. The Account Manager will be responsible for managing client accounts, developing and maintaining client relationships, and ensuring client satisfaction. Day-to-day tasks include financial planning, investment advisory, portfolio management, and coordination with other financial experts. The role also involves staying updated on market trends and providing data-driven investment recommendations tailored to individual client needs.

Qualifications

• Client Relationship Management, Account Management, and Customer Service skills
• Financial Planning, Investment Advisory, and Portfolio Management skills
• Analytical skills and the ability to interpret financial data
• Excellent written and verbal communication skills
• Ability to work independently and collaboratively in a team environment
• Strong organizational and time management skills
• Experience in wealth management or related financial services is a plus
• Bachelor's degree in Finance, Economics, Business, or a related field