Account Manager - Preferred

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 [Confidential Information] or WhatsApp at 8806018679.