Account Manager - CA (Ahmedabad)

As an Account Manager (AM) at our firm, your role will be to support the Relationship Manager (RM) in maintaining and building the RM wealth management Business. **Role Overview:** - Financial Planning, Portfolio Strategy, and Reporting: - Assist the RM in creating financial plans for clients and reporting the portfolio performance regularly. - Highlight variances between the actual portfolio and the strategic plan, providing actionable insights to align the portfolio accordingly. - Identifying opportunities within the client's existing portfolio based on product team recommendations across various asset classes. - Support the RM in business development by acquiring a database of prospective clients and maintaining referral databases. - Handle documentation tasks such as executing MF and SP transactions for clients and opening broking/DP accounts. - Address client queries promptly and efficiently. **Key Responsibilities:** - Financial Planning, Portfolio Strategy, and Reporting - Assist in making financial plans for clients - Report portfolio performance and highlight variances - Identifying opportunities within the client's existing portfolio - Recommend products such as MFs, Structured Products, etc. - Support RM in business development - Acquire prospective client databases and maintain referral databases - Documentation - Execute MF and SP transactions for clients - Open broking/DP accounts - Attending to client queries **Qualifications Required:** - Graduation degree along with CA qualification - Minimum 3 years of work experience in a relevant field - Strong advisory skills and in-depth product and market knowledge In addition to the above, for the right AM, there is a clear career progression opportunity within the firm. Exceptional AMs will have the chance to advance to RM positions. Our firm is highly focused on client-level portfolio advisory rather than product selling. Therefore, it is essential for AMs to possess the necessary advisory skills, product knowledge, and market expertise to instill confidence in clients and eventually become their wealth manager. Given that our clients are affluent individuals aged between 45-60 years, AMs need to demonstrate maturity and experience to effectively manage their wealth. The firm values the growth and development of its employees, and with the right skills and experience, AMs can transition to RM roles within approximately 3 years.,