Anand Rathi Wealth Limited
Website:
anandrathiwealth.in
Job details:
Company Description
Anand Rathi Wealth Limited (ARWL), a part of the NSE500 and established in 2002, is a leading wealth management firm specializing in serving high-net-worth (HNI) and ultra-high-net-worth individuals (UHNIs). Known for its transparent and data-driven approach, ARWL offers client-centric wealth solutions, including wealth creation, risk management, tax planning, and estate planning. Certified as a Great Place to Work for eight consecutive years, ARWL is committed to fostering a collaborative and excellence-driven workplace culture. With a presence in over 18 locations across India and an international office in Dubai, ARWL ensures expertise and continuity with its experienced team of relationship managers averaging 8.8 years of tenure.
Role Description
This is a full-time on-site role for an Account Manager based in Pune Division. The Account Manager will be responsible for building and maintaining client relationships, understanding clients' wealth management needs, and offering tailored investment and financial planning solutions. Day-to-day responsibilities include managing client portfolios, conducting market analysis, assisting with tax and risk planning strategies, and working closely with internal teams to ensure seamless execution of client objectives. Collaborative communication with clients and stakeholders is a key aspect of this role.
Qualifications
- Strong relationship management and client engagement skills to build trust and long-term connections
- Knowledge of wealth creation, financial planning, risk management, and tax planning
- Analytical and market research skills to assess financial markets and make informed recommendations
- Proficiency in financial management tools and technologies
- Exceptional communication and interpersonal skills for effective collaboration
- Proactive problem-solving abilities and a results-driven mindset
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field. CFA/CFP qualifications are a plus
- Prior experience in wealth management or financial services preferred
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