Account Manager
Anand Rathi Wealth Limited
5 - 10 years
Chandigarh
Posted: 08/01/2026
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Job Description
Responsibilities
- Financial Planning, Portfolio Strategy & Repoeting 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
- MBA in Finance(with over 7.5+ CGPA)
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