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Account Manager

2 weeks ago

Pune, Maharashtra, India AnandRathi Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Account Manager Pune

Account Manager responsible for supporting RM in managing relationships with Affluent & Super Affluent clients (1 Cr+ investments). The role involves offering tailored investment advice, and delivering exceptional service standards.

Key Responsibilities

1. Financial Planning & Portfolio Strategy

  • Assist Relationship Managers (RMs) in creating financial plans tailored to client requirements.
  • Monitor and report portfolio performance, highlighting asset allocation and IRR.
  • Identify deviations between actual client portfolios and strategic plans, and suggest actionable steps to realign.

2. Portfolio Opportunities & Research

  • Identify opportunities within client portfolios based on product team recommendations.
  • Evaluate and support investments across mutual funds, structured products, alternatives, and changes in house views on asset classes.

3. Business Development Support

  • Assist RMs in acquiring prospective client databases.
  • Maintain and update referral databases to support new client acquisition.

4. Documentation & Transactions

  • Execute mutual fund transactions, including financial and non-financial requests (e.g., mandate changes).
  • Support structured product transactions for clients.
  • Assist in broking and demat account opening processes.

5. Client Servicing

  • Attend to client queries promptly and ensure high service standards.
  • Provide ongoing support to enhance client satisfaction and retention.

.

Qualifications

  • Post Graduate with 1+ years of experience in private banking/wealth management.
  • Strong analytical and client relationship management skills.
  • Experience selling Mutual Funds, PMS, Structured Products.
  • Experience in cold calling and lead Generation.

How to Apply

Send your CV to or WhatsApp at Role & responsibilities