Account Manager - CA (Ahmedabad)

As an Account Manager (AM) at our company, your main role will be to support the Relationship Manager (RM) in maintaining and building the RM wealth management Business. **Role Overview:** - Assist the RM in creating financial plans for clients, ensuring alignment with their goals. - Regularly report on portfolio performance, asset allocation, and IRR. - Identify opportunities within client portfolios based on product team recommendations. - Support the RM in business development by acquiring prospective clients and maintaining referral databases. - Handle documentation such as MF transactions, SPs transactions, and account openings. - Address client queries effectively. **Key Responsibilities:** - Financial Planning, Portfolio Strategy, and Reporting - Assist in creating financial plans for clients - Report on portfolio performance and highlight variances with the strategic plan - Identifying Opportunities within Client Portfolios - Recommend opportunities across various asset classes - Business Development Support - Acquire a database of prospective clients - Maintain referral databases - Documentation - Execute MF and SPs transactions for clients - Open broking/DP accounts - Attending to Client Queries **Qualifications Required:** - Graduation with CA qualification - Strong advisory skills and product knowledge - Minimum of 3 years of work experience Our company focuses on client-level portfolio advisory, emphasizing the importance of advisor competency and client confidence. As an AM, you will have the opportunity to progress to RM based on your performance and experience.,