Job Title

Account Manager – PuneAccount 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- 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 ApplySend your CV to Pratiktalawdekar@ or WhatsApp at 8806018679.