Account Manager - Wealth Management

As an Account Manager at Anand Rathi Wealth Limited, your role will involve managing client accounts, ensuring client satisfaction, and maintaining strong client relationships. Your day-to-day tasks will include portfolio management, conducting financial analysis, offering investment advice, and ensuring compliance with regulatory requirements. It is essential to have excellent communication, analytical, and client-servicing skills to effectively address clients" financial needs. Key Responsibilities: - Manage client accounts and ensure their satisfaction - Maintain strong client relationships - Conduct financial analysis - Offer investment advice - Ensure compliance with regulatory requirements Qualifications: - Proficiency in financial analysis, Ms Excel, capital market ratios, and statistics - Excellent verbal and written communication skills with a focus on Mathematics - Knowledge of Capital markets will be an added advantage - Strong analytical skills and attention to detail - Ability to work on-site in Chennai - MBA or Qualified CAs only Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a "Great Place to Work," ARWL boasts a strong culture of trust and collaboration. The company's offerings include wealth creation, risk management, tax planning support, and estate planning, with a presence in 18+ locations across India and an international office in Dubai.,