Account Manger

19 hours ago

Mumbai, Maharashtra, India RiverForest Connections Inc Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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:

  • Identify potential new clients (HNI, Institutions, Family Offices)) through research, databases, referrals, personal networks, social media (LinkedIn etc.), cold‐calling / cold‐emailing.
  • Use tools and platforms (CRM, market data, social media) to locate prospects, analyze their needs / fit.
  • Contact prospects via phone, email, WhatsApp, LinkedIn etc., and follow up persistently.
  • 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.
  • Keep track of outreach metrics: number of calls/emails, response rates, meetings set, conversion rates.
  • 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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