Account Manager
Anand Rathi Wealth Limited
5 - 10 years
Chandigarh
Posted: 13/03/2026
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Job Description
Financial Planning, Portfolio Strategy & Reporting of existing portfolio
Identifying opportunities within the clients existing portfolio based on product team recommendations across Mutual Funds, MLD, AIF, PMS, Bonds, Debentures & other products
Support the Senior Private Banker in business development
Handling Documentation & transactional work
Growth Path
The Account Manager who showcases good performance and has spent reasonable time in the role will be provided with an opportunity to progress into an Independent wealth advisor by the company
Education Qualification
MBA in Finance, CA, CFA - level 2
Experience
0 to 3yrs in BFSI/NBFC
Location
Chandigarh, and candidate from local or nearby can apply.
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