Account Manager (Chartered Accountant)
Maharashtra, India · Full Time
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- Experience
- 3+ yrs
- Salary
- INR 1,111,000 – INR 1,111,000 / year
- Openings
- 1
- Posted
- 4 weeks ago
- Work mode
- In office
- Education
- Chartered Accountant
- Eligibility
- Candidates must have a minimum of three years of professional experience to apply for this role.
- Resume
- Required to apply
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Job description
Position Overview
This role, based in Pune (Shivajinagar), focuses on supporting Relationship Managers (RMs) in the growth and management of the wealth management business. The ideal candidate will be a Chartered Accountant with significant understanding of financial planning and portfolio management.
Key Responsibilities
- Assist RMs in creating client-specific financial plans aligned with client needs and a two-point strategy following a structured six-step process.
- Regularly report portfolio performance, emphasizing asset allocation and internal rate of return (IRR).
- Identify deviations between client portfolios and strategic plans, recommending actions to realign portfolios effectively.
- Spot investment opportunities within existing portfolios based on product team insights across mutual funds, structured products, asset class updates, and alternative investments.
- Support RM business development by building and maintaining prospective client and referral databases.
- Handle documentation including mutual fund and structured product transactions, non-financial changes like bank mandate updates, and broking/depository account openings.
- Address client queries promptly to ensure satisfaction and trust.
Career Development
- High-performing Account Managers may transition to Relationship Managers, reflecting the firm's commitment to internal growth.
- Emphasis is on advisory skills and deep product and market knowledge rather than direct product selling.
- Given the affluent client base, experience and maturity are crucial to instill confidence and demonstrate competence as a wealth manager.
- Typically, a minimum of three years of professional experience is necessary before advancing to an RM role.
Candidate Requirements
- Chartered Accountant qualification is mandatory.
- A minimum of three years relevant work experience is essential to qualify for this position.
Compensation and Additional Information
The compensation package is competitive, totaling approximately 11.11 LPA inclusive of variable pay.
Employment Details
- Full-time, onsite role located in Maharashtra.
- Immediate joining preferred.
- One vacancy available.
- Probation and salary details to be discussed at the time of offer.
Minimum education
Bachelor's Degree