Anand Rathi Wealth Off Campus Drive 2023 | For Account Manager

Anand Rathi Wealth Off Campus Drive 2023:- Anand Rathi Wealth Hiring freshers for Account Manager Fresher and Check Below Details & Eligible Candidates can apply for this position. The detailed eligibility and application process are given below. (Anand Rathi Wealth Off Campus Drive 2023)

 

Anand Rathi Wealth Off Campus Drive 2023:-

Company Name Anand Rathi Wealth
Job Role Account Manager
Qualification Any Graduate Or Post Graduate
Branch Any Branches
Batch 2019, 2020, 2021, 2022 & 2023
Salary As per Company Standards
Experience Fresher( 0 – 2 Year )
Location Across India
Anand Rathi Wealth Off Campus Drive 2023
Anand Rathi Wealth Off Campus Drive 2023

Responsibilities For Candidates:-

  • 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 
  • 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. 
  • Support the RM in business development – a. Help acquire a database of prospective clients b. Maintain the database of referrals 
  • 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
  • Attending to client queries Career Progression for AM • For the right AM the firm will provide them the opportunity to become RM’s. • Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), it’s imperative that the AMs have the required advisory skills and product and market knowledge.

 

TCS Recruitment Drive 2023:- Click Here

 

Selection Process For Drive:-

  • Online Application Submission
  • Online Test- Aptitude Test, Technical Test
  • Interview
  • Selection (Anand Rathi Wealth Off Campus Drive 2023)

 

About Anand Rathi Wealth Company:-
AnandRathi is a leading full service investment bank founded in 1994 offering a wide range of financial services and wealth management solutions to institutions, corporations, high–net worth individuals and families.

 

Anand Rathi Wealth Off Campus Drive 2023

Apply Link:- Click Here

 

How to Apply for Anand Rathi Wealth Off Campus Drive 2023?

  1. Click on the “Apply Here” button provided below. You will be redirected to Company official career page.
  2. Click on “Apply Online”.
  3. If you have not registered before, create an account.
  4. After registration, login and fill in the application form with all the necessary details.
  5. Submit all relevant documents, if requested (e.g. resume, mark sheet, ID proof).
  6. Provide accurate information in your application.
  7. Verify that all the details entered are correct.
  8. Submit the application form after verification.

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