Account Manager

3 weeks ago

mumbai, India Ambit Private Limited Full time
Client Engagement:
- Assisting senior Private Bankers in day-to-day management of client portfolios, devising
investment policy statement, portfolio strategy & asset allocation, product pitches and
day-to-day account management.
- Ensuring seamless execution of non-vanilla transactions, i.e., direct private equity deals,
privately placed InvITs, MLDs etc.
- Efficient and intense client coverage for each investment opportunity curated by
Product Team.
- Comprehensive Periodic Portfolio Reviews in coordination with Product and Advisory
Team and resultant portfolio rebalancing.
- Keeping a tab of maturities, redemptions, put options and capital gains situations and
pre-empt reinvestments and device reinvestment strategies well ahead of above
eventualities.
- Keeping a track of clients’ investment requirements at all times, ensure those are met
by Ambit and working towards making Ambit as the bankers of first recall for any such
requirement.
- Keeping a tab of research reports, insights, analysis etc. put forth by Product and
Advisory group and accordingly device investment strategy/ investment pitch/ tactical
shifts/ portfolio rebalancing for the clients.
Client Acquisition:
- Keeping a track of asset monetization by prospective clients through Stake Sales, Fund
Raising, Block Deal, Real Estate sale, IPOs etc. and make attempts to sniff the deals at
early stage to get a foot in the door early on.
- To achieve the above, AM would create his/ her network of Investment Bankers/ Private
Equity professionals/ M&A Lawyers/ Transaction Bankers apart from primary research
through financial media and deal tracking platforms.
- Working on focus client segments, i.e., senior Lawyers, Bankers and Big-4 Consultants,
CXOs, business promoters etc. to create a prospect funnel for company’s products and
services and to create a prospect pipeline for senior Private Bankers to engage with.
- Developing a network of influencers and referral partners, i.e., influential Chartered
Accountants and Investment Bankers; senior Lawyers and Management Consultants;
Real Estate Consultants, Brokers etc.
- Seeking referrals and recommendations from existing clients within their fraternity and
sphere of influence
- In general, assist senior Private Bankers in overall prospect management, prospect
review and constant feeding of prospects funnel.
Soft Skills:
- Highly driven and motivated individual with a vision for a sizable Private Banking book,
characterized by high quality clientele.
- Effective and impactful communicator and persuasive abilities.
- Strategic bent of mind
- Highly organized and disciplined.
- Ability to multi-task and perform under pressure
Technical Skills:
- Expert level understanding of investment products, i.e., mutual funds, PMS, AIFs, bonds,
MLDs, REITs, InvITs etc.
- Develop expertise in pitching and executing Private Equity deals
- Develop ability to carry out secondary research in Equities and present investment case
in Direct Equities.
- Proficiency in MS Excel and PowerPoint
- Develop proficiency in preparing Investment Policy Statements, Financial Plans,
Investment Proposals and Investment Advisory Pitches.

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