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Account Manager - Preferred

Account Manager - Preferred

Anand Rathi Share and Stock Brokers LtdPune, Maharashtra, India
7 days ago
Job description

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 Pratiktalawdekar@rathi.com or WhatsApp at 8806018679 .

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    Account Manager • Pune, Maharashtra, India