Job Description
Job Title - Management Trainee
CTC - 11.11L (Inclusive of Variable Pay)
Education Background - Chartered Accountant
Job Location - Pune (Shivajinagar)
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) Id...