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AI Powered Investment Research Manager

2 weeks ago

Bengaluru, Karnataka, India Wokelo AI Full time
Job Description:

We are seeking an accomplished Account Manager with a background in Financial Services and Consulting to drive client engagements, account management, customer success, and ensure seamless adoption of our AI-powered investment research platform. Our clients include leading Private Equity firms, Investment Banks, and Asset Management companies.

In this role, you will:
  • Own and manage relationships with Enterprise & Mid-Market financial clients, ensuring high engagement, retention, and expansion.
  • Act as a strategic advisor, helping clients maximize the value of our platform by integrating AI-driven insights into their investment and research workflows.
  • Leverage data-driven insights to track customer usage, identify opportunities for deeper engagement, and drive renewals & expansions.