Job Description

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 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

Roles & Responsibilities

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), its 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. its 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

Your Skills and experience

Your Experience and qualifications

Chartered Accountants with 0-2 yrs of experience can apply.

Company Details

About Company

Anand Rathi Wealth

Company Information

Anand Rathi Wealth Limited, registered AMFI as a Mutual Fund Distributor, has, since 2002, been in the business of Private Wealth, catering to high and ultra-high net worth individuals (HNIs & UHNIs). We have over INR 26,058 crores of assets under management across 6,109 clients in India and globally. We have over 233 Relationship Managers operating from 11 locations Mumbai, Bengaluru, Delhi, Gurugram, Hyderabad, Kolkata, Chennai, Pune, Chandigarh, Jodhpur and Noida and we have a representative office in Dubai. .

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