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 skills

• Process-driven, client-focused & detail-oriented

• Aspiration to grow into a Relationship Manager role.

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Note- This vacancy is only for a Chartered Accountant.