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AnandRathi
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Account Manager - Preferred- Wealth

Account Manager - Preferred- Wealth

AnandRathi

1 - 6 years

5 - 7 Lacs

pune

Posted:1 hour ago| Platform:

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Skills Required

wealth management portfolio management mutual funds ultra hni bonds pms equity hni client handling shares

Work Mode

Work from Office

Job Type

Full Time

Job Description

Account Manager Pune

Account Manager

Key Responsibilities

1. Financial Planning & Portfolio Strategy

Assist Relationship Managers (RMs) in creating financial plans tailored to client requirements.
Monitor and report portfolio performance, highlighting asset allocation and IRR.
Identify deviations between actual client portfolios and strategic plans, and suggest actionable steps to realign.

2. Portfolio Opportunities & Research

Identify opportunities within client portfolios based on product team recommendations.
Evaluate and support investments across mutual funds, structured products, alternatives, and changes in house views on asset classes.

3. Business Development Support

Assist RMs in acquiring prospective client databases.
Maintain and update referral databases to support new client acquisition.

4. Documentation & Transactions

Execute mutual fund transactions, including financial and non-financial requests (e.g., mandate changes).
Support structured product transactions for clients.
Assist in broking and demat account opening processes.

5. Client Servicing

Attend to client queries promptly and ensure high service standards.
Provide ongoing support to enhance client satisfaction and retention.

Qualifications

Post Graduate with 1+ years of experience in private banking/wealth management.
Strong analytical and client relationship management skills.
Experience selling Mutual Funds, PMS, Structured Products.
Experience in cold calling and lead Generation.

How to Apply

Pratiktalawdekar@rathi.com

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