Account Manager
1 week ago
About Investza:
At Investza, we're on a mission to simplify wealth creation through personalized financial
solutions. We help clients make smarter investment decisions and manage their portfolios
with clarity and confidence. As we expand, we're looking for a dynamic Account Manager
to join our Goa team — someone who can build strong client relationships, drive financial
discussions, and ensure operational excellence.
Role Overview:
The Account Manager will be responsible for managing client relationships, conducting
financial consultations, and ensuring smooth backend operations. This role involves a balance
of client interaction, financial planning, and operational coordination — ideal for
someone with a finance background and hands-on experience in wealth management,
especially mutual funds.
Key Responsibilities:
• Conduct client meetings and calls to discuss financial goals, investment plans, and
portfolio performance.
• Provide insights and advice on mutual funds, asset allocation, and investment
strategies.
• Maintain strong client relationships to ensure satisfaction, retention, and portfolio
growth.
• Coordinate with internal teams to ensure smooth execution of investment
transactions and operational processes.
• Prepare reports, investment proposals, and documentation for client reviews.
• Ensure timely follow-up with clients on renewals, portfolio updates, and new
opportunities.
• Handle account-related operations with accuracy and compliance.
• Stay updated on market trends, financial products, and regulatory updates to
offer relevant solutions.
Requirements:
• MBA in Finance or equivalent qualification (mandatory).
• Minimum 1 year of experience in wealth management, financial advisory, or
investment operations.
• Strong understanding of mutual funds, SIPs, portfolio management, and financial
markets.
• Excellent communication and presentation skills — must be comfortable on client
calls and meetings.
• Strong organizational and operational coordination abilities.
• Proficient in MS Office and CRM tools.
• Self-driven, detail-oriented, and client-focused.
What We Offer:
• Competitive Fixed + Variable compensation structure.
• Exposure to diverse client portfolios and financial products.
• Growth opportunities in a fast-scaling wealth management firm.
• Dynamic, collaborative, and learning-driven work culture.
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