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.

strategies.

growth.

transactions and operational processes.

opportunities.

offer relevant solutions.

Requirements :

investment operations.

markets.

calls and meetings.

What We Offer :

Skills Required

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