An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR. c. Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio 2) Identifying opportunities within the client existing portfolio based on product team recommendations across a. MFs , b. Structured Product, c. Change in the house view on various asset classes d. Alternatives 3) Support the RM in business development – a. Help acquire a database of prospective clients b. Maintain the database of referrals 4) Documentation – a. Filling up and executing MF transactions of clients, including non-financial transactions (like change of bank mandate) b. Filling up and executing SPs transaction of the clients. c. Opening broking / DP account 5) Attending to client queries Career Progression for AM • For the right AM the firm will provide them the opportunity to become RMs. • Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), it’s imperative that the AMs have the required advisory skills and product and market knowledge. • Also given that all our clients are very wealthy and are between 45-60 yrs. it’s also imperative that the advisor has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealth manager. • Based on past experience, the AMs will need about 3 years of work experience before becoming RMs

Key Responsibilities: Be the first point of contact for visiting UHNI clients—ensuring an exceptional welcome and hospitality experience. Coordinate and support annual client office visits, including scheduling, on-ground assistance, and reporting. Execute personalized birthday gifting and maintain relationships with premium florists and gift vendors across 5 key cities. Support planning and hospitality logistics for marquee client events and offsites. Manage meeting room readiness, refreshments, and ambience in line with Platinum standards. Maintain and regularly update the Platinum Client Master List and monthly interaction tracker. Coordinate with internal stakeholders to ensure seamless client-facing moments. Handle luxury logistics including airport pickups, hotel bookings, and personalized experiences. Assist in creation of personalized notes, invites, and communication touchpoints. Maintain discretion and confidentiality in all interactions and data handling. Record client preferences to ensure personalization and continuity in service. Provide post-visit/event feedback and suggestions for continuous improvement. Ideal Candidate Profile: 2–4 years of experience in luxury hospitality, premium client servicing, or corporate guest relations. Polished, client-facing demeanor with excellent interpersonal skills. Strong organizational and time management skills with a sharp eye for detail. Familiarity with tools like Excel/Google Sheets and WhatsApp-based coordination. Comfortable working with high-profile individuals and in high-stakes environments. Proactive, calm under pressure, and solution-oriented. Discretion, professionalism, and a commitment to service excellence are essential. Show more Show less

Company Description Anand Rathi Wealth Limited (ARWL), a NSE 500-listed company, has been simplifying wealth creation for High-Net-Worth and Ultra-High-Net-Worth Individuals since 2002. Recognized as a Great Place to Work, we specialize in creating, protecting, and transmitting wealth using a transparent and objective-driven approach. We offer services such as wealth creation, risk management, tax planning support, and estate planning. With 18+ locations across India and an international office in Dubai, our seasoned Relationship Managers ensure unmatched service and support for global clients. Role Description This is a full-time, on-site role based in Kolkata for an Account Manager. The Account Manager will be responsible for managing client portfolios, providing financial advice, developing investment strategies, and ensuring client satisfaction. Daily tasks include meeting with clients, analysing financial data, and working closely with the team to achieve client goals. The role demands excellent communication skills, strong understanding of financial markets, and a proactive approach to problem-solving. Qualifications Strong understanding of financial markets, investment strategies, and portfolio management Excellent communication, interpersonal, and client relationship management skills Proficiency in financial analysis, data interpretation, and risk management Ability to develop and implement client-centric financial strategies Exceptional problem-solving skills and a proactive approach to client needs Minimum of 1-3 years experience in wealth management or related field Master's degree in Finance, Business Administration, or related discipline Professional certifications such as CA, CFA-level 2, or equivalent are beneficial Show more Show less

Role Description An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR. c. Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio 2) Identifying opportunities within the client existing portfolio based on product team recommendations across – a. MFs , b. Structured Product, c. Change in the house view on various asset classes d. Alternatives 3) Support the RM in business development – a. Help acquire a database of prospective clients b. Maintain the database of referrals 4) Documentation – a. Filling up and executing MF transactions of clients, including non-financial transactions (like change of bank mandate) b. Filling up and executing SPs transaction of the clients. c. Opening broking / DP account 5) Attending to client queries Career Progression for AM For the right AM the firm will provide them the opportunity to become RMs. Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), it’s imperative that the AMs have the required advisory skills and product and market knowledge. Also given that all our clients are very wealthy and are between 45-60 yrs. it’s also imperative that the advisor has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealth manager. Based on past experience, the AMs will need about 3 years of work experience before becoming RMs. Qualifications Excellent communication, interpersonal, and client relationship management skills Exceptional problem-solving skills and a proactive approach to client needs Minimum of 1-3 years experience in wealth management or related field Master's degree in Finance, Business Administration, or related discipline Professional certifications such as CA, CFA or equivalent are beneficial Show more Show less

About the Role: This role ensures smooth execution of curated experiences such as factory visits, offsites, and personalized gifting—delivering precision and consistency across all touchpoints. Key Responsibilities: • Execute client’s office visits annually with full client coordination and reporting. • Manage birthday gifting and maintain florist/vendor network across 5 key cities. • Own and update the Platinum Client Master List and monthly interaction tracker. • Coordinate hospitality and logistics for 2 marquee client offsites annually. Show more Show less

We are looking for a Python Developer to join our engineering team and help us develop and maintain various software products. Python Developer responsibilities include writing and testing code, debugging programs and integrating applications with third-party web services. To be successful in this role, you should have experience using server-side logic and work well in a team. Responsibilities. - Write effective, scalable code. - Develop back-end components to improve responsiveness and overall performance. - Integrate user-facing elements into applications. - Test and debug programs. -Improve functionality of existing systems. - Implement security and data protection solutions. - Assess and prioritize feature requests. - Coordinate with internal teams to understand user requirements and provide technical solutions. Required skill sets: - Work experience as a Python Developer. - API development. - REST Architecture. - OOPS concepts implementation. - Data structures and algorithms. - Knowledge of object-relational mapping (ORM). - Familiarity with front-end technologies (like JavaScript and HTML5). - Pandas(optional). - Frameworks : Django/Flask/ any other microservice frameworks. - Knowledge on Docker and AWS services like lambda, EC2, S3 bucket, API Gateway is bonus. Show more Show less

We are hiring for HR Intern. Internship Position - 4 The intern will be working on two projects:- 1.Project 1: Attrition analysis with the objective to analyze attrition trends within the organization and attrition comparison with industry competitors. Selected intern's day-to-day responsibilities include: Attrition Analysis of our Organization Attrition Analysis of our Competitors Comparison Report of the Attrition 2.Project 2: Data mining & sourcing for Gujarat relationship managers with the objective to build a talent pipeline and source suitable candidates for Relationship Manager (RM) roles across Gujarat locations. Selected intern's day-to-day responsibilities include: Research and identify potential sources of candidate data - job portals, LinkedIn, etc. Screen and shortlist profiles as per hiring requirements. Coordinate with the recruitment team to schedule interviews. Maintain sourcing tracker and candidate engagement reports. Assist in employer branding initiatives focused on the Gujarat market. Show more Show less

Company Description Anand Rathi Wealth Limited (ARWL), an NSE 500-listed company, has been a trusted name in private wealth management since 2002. We specialize in simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) through transparent, data-driven, and objective-driven financial strategies. Certified as a 'Great Place to Work,' we pride ourselves on our strong organizational culture of trust, collaboration, and excellence. Our services include wealth creation, risk management, tax planning support, and estate planning. With a presence in over 18 locations across India and an international office in Dubai, we serve clients globally with the expertise of our seasoned Relationship Managers. Role Description This is a full-time on-site role for an Account Manager located in Chennai. The Account Manager will be responsible for managing client relationships, developing and implementing comprehensive wealth management strategies, providing financial advice, and ensuring client satisfaction. Day-to-day tasks include meeting with clients to discuss their financial goals, performing financial analyses, recommending investment products, and staying updated with market trends to inform clients. Additional responsibilities include periodic client reviews and proactive risk management. Qualifications Client Relationship Management, Communication, and Interpersonal Skills Financial Analysis, Investment Strategies, and Market Knowledge Problem-Solving, Risk Management, and Decision-Making Skills Ability to work independently and collaboratively in a team Professional experience in wealth management or financial advisory roles Strong knowledge of financial products and services MBA degree in Finance, Economics, Business, or CAs Certifications such as CFP, CFA or equivalent are a plus Show more Show less

Designation - Account Manager Education - Graduation + CA CTC Offered - 8L Fixed Location - Shivaji Nagar, Pune An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR. c. Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio 2) Identifying opportunities within the client existing portfolio based on product team recommendations across – a. MFs , b. Structured Product, c. Change in the house view on various asset classes d. Alternatives 3) Support the RM in business development – a. Help acquire a database of prospective clients b. Maintain the database of referrals 4) Documentation – a. Filling up and executing MF transactions of clients, including non-financial transactions (like change of bank mandate) b. Filling up and executing SPs transaction of the clients. c. Opening broking / DP account 5) Attending to client queries Career Progression for AM For the right AM the firm will provide them the opportunity to become RMs. Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), it’s imperative that the AMs have the required advisory skills and product and market knowledge. Also given that all our clients are very wealthy and are between 45-60 yrs. it’s also imperative that the advisor has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealth manager. Based on past experience, the AMs will need about 3 years of work experience before becoming RMs. Show more Show less

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Eligibility Criteria: MBA (Preferably Finance) / Chartered Accountant / CFA Level 2 Cleared 0-2 years of Experience Role: 1)Financial Planning, Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind Client requirement and Our 2 point strategy by following the 6 step process b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR. c. Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio 2) Identifying opportunities within the client existing portfolio based on product team recommendations across – a. MFs , b. Structured Product, c. Change in the house view on various asset classes d. Alternatives 3) Support the RM in business development – a. Help acquire a database of prospective clients b. Maintain the database of referrals 4) Documentation – a. Filling up and executing MF transactions of clients, including non-financial transactions (like change of bank mandate) b. Filling up and executing SPs transaction of the clients. c. Opening broking / DP account 5) Attending to client queries Career Progression for AM For the right AM the firm will provide them the opportunity to become RMs. Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), it’s imperative that the AMs have the required advisory skills and product and market knowledge. Also given that all our clients are very wealthy and are between 45-60 yrs. it’s also imperative that the advisor has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealth manager. Based on past experience, the AMs will need about 3 years of work experience before becoming RMs.

Account Manager

PRIMARY JOB RESPONSIBILITIES (List the principal duties, activities, and responsibilities for the position in descending order of importance.) 1. Controlling and Managing the activities of PWM operations at Branch. Will manage end-to-end processing of the Account Opening forms and other transactions(as listed below) originating at the branch including scrutiny, data entry, scanning etc. a. Trading & Demat b. Offline Transactions c. KYC d. DIS Request e. DIS Execution f. Modification Requests g. Demat Statement Requests h. Issues / Complaints i. Tracking movement of documents j. Maintaining control of documentation storage / dispatch with proper internal controls. 2. Co-ordination with Mid Office and Jodhpur operations team for the above tasks. 3. Employee Co-ordination - Co-ordination with the RM/AM’s of the branch for the above activities QUALIFICATION Graduate with good knowledge of Equities / Mutual Funds. NISM/NCFM certification any module (desired). EXPERIENCE REQUIRED (Minimum to Maximum) Minimum 3 to 5 years of experience in similar environments and should have handled documents of various kinds and preferably from same industry. Should have experience of processing the documents and maintaining reasonable control of documents. FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED Functional / Technical Skills (E.g.: Financial Accounting, Mathematical, IT etc.) 1. Computer savvy with good keyboard skills. 2. Proficient in Word & Excel. Behavioral Skills (E.g.: Communication Skills, Client Relationship Management skills etc.) 1. Excellent Oral & Written Communication 2. Hard Task Master 3. Result Oriented 4. Possesses Soft Skills

*Job Opening Account Manager Client Servicing - Anand Rathi Wealth Ltd.* *Job highlights* Given that AR PWM is very focused in client level strategy (rather than product selling),its imperative that the AMs have the required skills and product and market knowledge Job description *What you’ll do* This position is responsible to support the RM (Relationship manager) in maintaining and building the RM wealth management business / books and client portfolio management. Role: 1)Financial Planning , Portfolio Strategy and Reporting a.Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 4 step process b.Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR. c.Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio 2) Identifying opportunities within the client existing portfolio based on product team recommendations across a.MFs , b.MLDs c.House view on various asset classes d.Any other opportunities 3) Support the RM in business development a.Help acquire a database of prospective clients by Telecalling b.Preparing analysis for prospects 4) Documentation a. Filling up and executing MF/MLDs transactions of clients, including non-financial transactions (like change of bank mandate) B. Opening broking / DP account etc 5) Attending to client queries MBAs/CFPs preferred

We're Hiring for PWM Operations Role at Multiple Locations! An exciting opportunity to join Anand Rathi Wealth Ltd in our Private Wealth Management (PWM) Operations team. Key Responsibilities: Manage end-to-end Account Opening & Transaction Processing Handle Trading, Demat, KYC, DIS, Modifications, etc. Co-ordinate with Mid Office & internal stakeholders Maintain control over document flow & compliance Qualification: Graduate with sound knowledge of Equities / Mutual Funds NISM/NCFM certified (preferred)