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service reports transactions research portfolio management

Work Mode

On-site

Job Type

Full Time

Job Description

Account Manager – Pune

Account Manager

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

Pratiktalawdekar@rathi.com

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