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Anand Rathi Wealth Limited

Account Manager

Anand Rathi Wealth Limited

Posted

yesterday

Mumbai, Maharashtra

Onsite

INR 60K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

Anand Rathi Wealth Limited is seeking an Account Manager for their Wealth Management division in Mumbai. The role involves managing client relationships, providing financial advice, and meeting sales targets. Candidates should have a background in finance and experience in client management. The position requires a mid-level professional with strong interpersonal skills. A reasonable salary estimate is provided based on industry standards.

About Company

Anand Rathi Wealth Limited is a leading financial services firm offering wealth management solutions. They prioritize client relationships and tailor financial strategies to meet individual goals.

Core Requirements

  • Bachelor's degree in finance or related field
  • Experience in wealth management
  • Strong communication skills
  • Ability to analyze financial data
  • Client relationship management skills

Responsibilities

  • Manage client accounts
  • Provide financial advice
  • Develop and maintain client relationships
  • Meet sales targets
  • Analyze market trends
  • Prepare financial reports
  • Optimize financial strategies for clients

Must Have skills

Client managementFinancial analysisSales skillsCommunicationProblem-solving

Nice To Have Skills

CRM softwareTeam collaborationPresentation skillsTime managementNegotiation

Tools Knowledge Requried

Microsoft ExcelFinancial modeling toolsCRM software

Job Keywords

Account ManagerWealth ManagementFinanceClient RelationsSales

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