Account Manager

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.

Skills Required
Mutual Funds, Ms Office, Portfolio Management, CRM Tools, Wealth Management