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 .