Associates / Senior Associates / Managers - M&A
Hillpine Consulting- 10 Positions
- 0 - 8 Years
- Not disclosed
- Bengaluru,
- 1
- 2 weeks ago
- Sep 15, 2025
Posted By
CA Vivek
Description
Anand Rathi is hiring CA Freshers !!
Bangalore-Based Only
Join us as an Account Manager (AM) at Anand Rathi Wealth Limited, where you will work closely with senior Relationship Managers (RMs) to build, manage, and grow client portfolios.
Location: Bangalore (Candidate must be currently based in Bangalore)
🔹 Role: Account Manager – Wealth Management
🔹 Experience: Qualified CA Freshers
🔹 Industry: Wealth Management
Key Responsibilities:
🔹Assist RMs in financial planning, portfolio reporting, and variance analysis
🔹Monitor asset allocation and performance (IRR) across client portfolios
🔹Identify portfolio opportunities based on product recommendations (MFs, SPs, Alternatives, etc.)
🔹Support business development through client prospecting and referral tracking.
🔹Handle client documentation for mutual funds, broking, DP accounts, etc.
Attend to and resolve client queries
Career
- Department: Investment Banking,
- Education: CA,
- EmploymentType: Full Time,
- Role: Investment Banking,
- RoleCategory: IB/ Equity Research,
- Sector: BFSI,
- WorkMode: Hybrid,
How to apply?
You can login via Gmail, Linkedin or Twitter or register free using your email id.
Posted By
CA Vivek
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