Account Manager

Job Description

Company Description Anand Rathi Wealth Limited is one of India’s leading non-bank wealth management firms, catering primarily to high and ultra-high net-worth individuals (HNIs and UHNIs). Listed on the NSE and BSE, the company offers tailored wealth solutions through its flagship platform “AR Wealth,” delivering comprehensive financial planning, investment advisory, and product execution services. With a strong pan-India presence, a relationship-driven approach, and a focus on long-term wealth creation, the firm has built a reputation for trust, transparency, and performance Role Description This is a full-time on-site role for an Account Manager located in Mumbai. The Account Manager will be responsible for managing client relationships, overseeing investment portfolios, and providing wealth management solutions. The role involves client communication, portfolio analysis, and collaborating with the investment team to ensure client objectives are met. Qualifications Client Relationship Management and Wealth Management skills Financial Analysis and Portfolio Management skills Excellent communication and interpersonal skills Ability to work in a fast-paced environment Knowledge of investment products and financial markets, taxation provisions Experience in the finance or wealth management industry is a plus Bachelor's degree in Finance, Business, Economics, or related field Qualified CA Show more Show less