Preferred Account Manager

1 week ago


Bengaluru, Karnataka, India AnandRathi Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Role & responsibilities

The Preferred Account Manager is a financial professional or advisor who provides personalized investment advice and services to high-net-worth individuals, institutional clients, or preferred customers of a financial institution, such as a bank or brokerage firm. Their primary responsibility is to manage and optimize their clients' investment portfolios within the equity market, which involves buying and selling stocks and other equity-related securities.

  • To provide assistance to the Wealth RM
  • To service the clients
  • To preparing reports to be shared with clients
  • To coordinate with the AMCs for processing the transactions
  • To business development b

Generating leads

Facilitate meetings with prospects through both cold calling and referencing

Preferred candidate profile

  • Strong understanding of financial markets, investment products, trading platforms, and equity products.
  • Excellent communication and analytical skills

If anyone is interested please share your updated profile to



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