Live opening · Posted 18 hours ago

Account Manager

Anand Rathi Wealth Limited · Chandigarh, India (On-site)

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The key details from the original listing.

Posted 18 hours ago

CompanyAnand Rathi Wealth Limited

LocationChandigarh, India (On-site)

Work modeNo

Source

ListedPosted 18 hours ago

About the role

Description supplied by the original job listing.

Company Description
Anand Rathi Wealth Limited (ARWL) is an NSE 500-listed company dedicated to simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Since 2002, ARWL has built a reputation in private wealth management, offering transparent, data-driven, and objective-driven financial strategies. Certified as a 'Great Place to Work,' our strong organizational culture fosters trust, collaboration, and excellence. With a presence in over 19+ locations in India, and an international representative office in Dubai, and office in London. we serve clients globally, specializing in wealth creation, risk management, tax planning support, and estate planning.
Role Description
This is a full-time, on-site role for an Account Manager located in Chandigarh, India. The Account Manager will be responsible for the following activities
1. Financial planning, Portfolio Strategy & Reporting of existing portfolio
2. Identifying opportunities within the clients existing portfolio based on product team recommendations across Mutual Funds, MLD, AIF, PMS, Bonds, Debentures & other products.
3. Support the Senior Provate Banker in business development.
4. Handling Documentation & transactional work.
Qualifications
CA(Chartered Accountant)
Graduate/Post Graduate from IIMs/IITs.

Work arrangement
No

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