
Account Manager
2 weeks ago
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
- Acquire preferred clients (Affluent & Super Affluent) .
- Prepare reports and coordinate transactions with AMCs.
- Assist Wealth RMs in servicing clients.
- Generate leads, cold call, and facilitate prospect meetings.
- Collaborate with product/research teams on portfolio solutions.
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
.
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