Account Manager (Chartered Accountant)

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 …