Account Manager

We’re Hiring | Account Manager – Wealth Management

📍 Mumbai

We are looking for an Account Manager (AM) to support our Relationship Managers (RMs) in delivering high-quality client-level portfolio advisory.

Key Responsibilities

- Assist RMs in financial planning & portfolio strategy

- Prepare portfolio performance reports (Asset Allocation & IRR)

- Identify portfolio gaps vs strategic allocation & highlight actionable.

- Support opportunity identification across MF, Structured Products & Alternatives

- Handle client documentation & execution (MFs, SPs, DP/Broking accounts)

- Attend to client queries and ensure smooth servicing

Ideal Candidate

- Only for Chartered Accountants

- Experience or freshers are accepted.

- Strong analytical, reporting & coordination skil...