Account Manager - only open for CAs in Tamil Nadu

Company Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,' ARWL boasts a strong culture of trust and collaboration. The company's offerings include wealth creation, risk management, tax planning support, and estate planning, with a presence in 18+ locations across India and an international office in Dubai.Role Description This is a full-time on-site role for an Account Manager based in Chennai. The Account Manager will be responsible for managing client accounts, ensuring client satisfaction, and maintaining strong client relationships. Day-to-day tasks include portfolio management, conducting financial analysis, offering investment advice, and ensuring compliance with regulatory requirements. The role demands excellent communication, analytical, and client-servicing skills to address clients’ financial needs.QualificationsProficiency in financial analysis, portfolio management, and investment advisory Excellent verbal and written communication skills with focus on Mathematics Strong analytical skills and attention to detail Ability to work on-site in Chennai Masters in Finance/MBA, Qualified CAs, or related field is preferred Freshers welcome !!

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