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

How to Apply

Send your CV to [HIDDEN TEXT] or WhatsApp at 8806018679 .

Skills Required

Mutual Funds, Lead Generation, Pms, structured products, Cold Calling