
Account Manger
6 days ago
This role is focused on generating leads, prospecting new clients, and setting up meetings for the Sales Head / Banker, rather than closing deals yourself. The Account Manager will act as the front‐end of the sales funnel-researching potential clients, initiating outreach, and coordinating the pipeline.
**Responsibilities**:
- Use tools and platforms (CRM, market data, social media) to locate prospects, analyze their needs / fit.
- Schedule meetings / discussions between prospects and Sales Head. Ensure all details (prospect profile, expectations) are captured well beforehand.
- Prepare prospect information / briefs for the Banker / Sales Head ahead of meetings.
- Work with internal teams (research, operations, compliance) to ensure all processes (e.g. KYC, documentation) are ready, so that meetings are productive.
- Maintain and update CRM with prospect interactions, meeting outcomes, follow‐ups.
- Stay up to date with Company product offerings (equities, derivatives, mutual funds, IPOs, etc.), service differentiators, as well as competitive offerings.
**Required Skills** &**Qualifications**:
- Bachelor//'s degree in Finance, Commerce, Business, Economics or related field. MBA / CFA / CFP is a plus.
- 1‐3 years//' experience in sales support / lead generation / business development in financial services / brokerage / wealth management.
- Excellent verbal and written communication skills; confidence in cold outreach.
- Familiarity with CRM tools; ability to use Excel / Google Sheets for tracking.
- Proactive, with strong follow‐up discipline; resilience to handle rejection.
- Some Network/ contact in financial / investor community
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