Account Manager - CA

Full-time Advertising, Marketing, Promotions, Public Relations, and Sales Managers

Job Title - Management Trainee

Role - Account Manager

CTC - 11.11L (Fixed CTC - 8.4L)

Location - Nagpur

Job Description - 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 opportunities within the client existing portfolio based on product team recommendations ac...