Account Manager (Chartered Accountant)

Job Title - Management Trainee

CTC - 11.11L (Inclusive of Variable Pay)

Education Background - Chartered Accountant

Job Location - Pune (Shivajinagar)

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.

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 opportun...