Account Manager - PreferredAnand Rathi Share and Stock Brokers Ltd • Pune, Republic Of India, IN
Account Manager - Preferred
Anand Rathi Share and Stock Brokers Ltd • Pune, Republic Of India, IN
30+ days ago
Job descriptionPost 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.
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
How to Apply
Send your CV to pratiktalawdekar@rathi.com or WhatsApp at 8806018679 .
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Account Manager • Pune, Republic Of India, IN
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