Account Manager CA
Anand Rathi Wealth is hiring an Account Manager to join their team in Mumbai, focusing on servicing HNI and UHNI client relationships. The role involves supporting senior relationship managers with portfolio reviews, financial planning, investment analysis, and transaction coordination. Candidates are expected to have strong knowledge of capital markets and proficiency in Excel and PowerPoint. This position serves as an excellent foundation for a career in private banking and wealth management.
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Experience
0+ years
Function
Finance
Work mode
Onsite, India
Company
Tier 2
What you will work on
Anand Rathi Wealth is hiring an Account Manager to join their team in Mumbai, focusing on servicing HNI and UHNI client relationships. The role involves supporting senior relationship managers with portfolio reviews, financial planning, investment analysis, and transaction coordination. Candidates are expected to have strong knowledge of capital markets and proficiency in Excel and PowerPoint. This position serves as an excellent foundation for a career in private banking and wealth management.
TAL's take
Solid role at an established Indian financial services firm with clear ownership, though scope is junior.
The JD provides a very clear breakdown of duties, required background, and team context for an account manager in wealth management.
Must haves
- Strong understanding of finance, investments, and capital markets
- Knowledge of mutual funds, equity markets, fixed income, and wealth products
- Excellent communication, presentation, and interpersonal skills
- Strong analytical and problem-solving ability
- Proficiency in Excel, PowerPoint, and financial calculations
Tools and skills
About the company
Established wealth management firm in India, though not a top-tier global or unicorn engineering brand.
Posts mentioning Anand Rathi Wealth Limited
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