Location
Nagpur
Job Type
Full-time
Posted
July 18, 2026
Job Description
Job Title - Management Trainee Role - Account Manager
Job Description - An account manager (AM) role is to support the RM in maintaining and building the RM wealth management
1)Financial Planning , Portfolio Strategy and Reporting
Assisting the RM in making of financial plans for clients keeping in mind
Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR.
Change in the house view on various asset classes
3) Support the RM in business development –
Help acquire a database of prospective clients
Maintain the database of referrals
Filling up and executing MF transactions of clients, including non-financial transactions (like change of bank mandate)
Opening broking / DP account
Career Progression for AM
# it's also imperative that the advisor has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealt...
Job Description - An account manager (AM) role is to support the RM in maintaining and building the RM wealth management
1)Financial Planning , Portfolio Strategy and Reporting
Assisting the RM in making of financial plans for clients keeping in mind
Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR.
Change in the house view on various asset classes
3) Support the RM in business development –
Help acquire a database of prospective clients
Maintain the database of referrals
Filling up and executing MF transactions of clients, including non-financial transactions (like change of bank mandate)
Opening broking / DP account
Career Progression for AM
# it's also imperative that the advisor has sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence to become his wealt...
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